The bank reconciliation report allows you to view the balances and income/expenses for a given period in a given bank account. Click on the printer icon to print this page.
To use the reconciliation functions, you need to add or import your bank statements. Once you have added a statement, click on the "Add Transaction" button or the "Import Transactions" button to add your statement transactions. Click on the ...
Reconciling your bank statements
Once you have added a bank statement and imported the transactions, click on the "Reconcile" button at the top right to see the reconciliation page. You will see your balances at the top, then two columns. The left column contains your statement ...
Profit & loss
When you have reconciled one or more bank statement transactions, you will see these figures on your P&L page. Click on the figures to view all items relating to that month. Click on the categories to see all items in that category.
Use this page to export your finance details. You can export the following information: Credit notes Expenses Income Invoices Purchase invoices