Release notes: 14 June 2023

Some recent changes and improvements to our Statements page!

Monthly Statements

Now grouped by Financial Year with the most recent month at the top.

New and improved Statement design

Account Statement - Company

Quickly download a PDF Statement by clicking on the month.

Group 514

Easily each month's opening balances, total debits, total credits and closing balances from the main statements screen.

Group 515

All previous export options are available per month by clicking on the three dots.

Group 513

Custom (Premium customers only)

Premium clients can now generate customised statements, based on specific:

  • Date ranges
  • Users
  • Budgets

From there you can generate tailor-made statements in our improved PDF format, export all receipts or export in one of the previously provided formats such as CSV.

Statements - Custom - No Filter (1)