Instantly generate a number of reports and download straight to your device or email them from the app.

On Mobile Device

Step 1: From your account dashboard select reports on the bottom menu bar.

Step 2: Select the report you want to run.

  • Note: You can edit the properties and categories you want to show in the report. These filters remain set until you change them again.

Step 3: Hit run report.

Step 4: Click on the icon on the top right of the screen to choose how you download or share the document.

On Desktop

The flow is slightly different on a desktop.

Step 1: Open the menu bar on the left-hand side.

Step 2: Select the 'Reports" option.

Step 3: Select the report you want to run.

Step 4: Hit run report.

Step 5: Save, share, or print your report.

Read: Our Top Bookkeeping Tips for Landlords

  • Note: If something isn’t appearing in your report that you want to see, please check the following.
  1. Check the Date Range filter;
  2. Check the filter categories filter;
  3. Make sure the expense is marked as paid;
  4. If it is a recurring expense, future expenses will not show in the report.
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