Finance
Exportable accounting packs after you close or for a date range.
Where to find it: Left menu → Finance & Accounting → Accounting Reports
Step 1
Left menu → Finance & Accounting → Accounting Reports. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Pick a report from the catalog, set period filters, run, then export CSV, Excel, or PDF.
Step 3
Figures should match the statements for the same period.
Yes. Accounting Reports is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
Roles with report export permission. Tight files stay in the workspace.
