With any business you want to easily & quickly view reports of all your ins and outs and you can do this simply by selecting the reports and statements tab within AND CO.Β 

To Export Income and Expenses CSV

Select the income and expenses tab Β > download > Download CSV file

To export reports select the reports and statements tab.
S
elect the reports & Statements tab.

Export Income Statement

Select the date range and billed or collected options.

Billed Income shows all income including income that has been billed but not collected yet.Β 

Collected Income only shows income that has been paid.Β 

Export Expense Report

Select the expense report tab > select your options such as date range, category, client.

Export Tax Report

Select the Tax Report Tab > select our options such as date range, client, billed or collected.Β 

Billed Income shows all income including income that has been billed but not collected yet.Β 

Collected Income only shows income that has been paid.Β 




Select Export
and select options to include any attached receipts



After clicking "Export," a email will be sent right away containing your data in a handy compressed .ZIP file. Download this file to your computer to open it.

You'll find your Income and Expenses data, Income Statement and Invoice/Receipt attachments if requested!

πŸ’Œ Β Please reach out to your friendly CO's via the Chief Operator Support tab in the app should you have any questions or concerns. πŸ’Œ

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