Is it possible to export my reports?
All reports can be downloaded in PDF or CSV format to transfer on another software. It’s also possible to print them directly.
Can I open my reports to Excel?
The CSV file is not in Excel (XLSX) format. To view your data, you must first convert it to Excel format, because if you open it directly, all the information will be displayed in a single column.
- If you use the Office Suite: How to open a CVS file in Excel.
- If you use Google Workspace: Simply open the CVS file in Google Sheets; the conversion is immediate.
How do I change the dates when I view my reports?
The display options are located at the top of the Reports. For some, it is possible to choose the desired year. For others, you can enter the exact date you wish to view your report according to.
How do I configure the necessary information for my tax reports?
- Go to « Settings » in the top right corner of your screen.
- Go to the « Reports » section.
- Click « Accounting Information ».
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Specify the following information: Your accountant's email address, Tax year start date, Tax remittance period, Default payment terms (in days), Payment method, Rate per kilometer.
- Click « Update » to exit.
How do I change the display dates for my reports?
The display options are always located at the top of the reports. For some, you can choose the desired year. For others, you can enter the exact interval to the nearest day.
How do I change the start date of my fiscal year?
- Go to « Settings » in the top right corner of your screen.
- Go to the « Reports » section.
- Click « Accounting Information ».
- Change the Fiscal year start date.
- Click « Update » to exit.