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The banking reports give you full or summarised information about bank transactions and allocations, where money comes from within your business, and the results of reconciling your accounts against your banks’ records.
You can access the banking reports via the Reporting menu > Reports > Banking reports. The reports and their functions are listed below.
Banking Transactions—displays deposits and withdrawals for your selected bank or credit card accounts along with a running balance.
Reconciliation—displays a detailed or summary report for each bank reconciliation completed on your accounts.
Coding—lists transactions and their allocation status. This is a valuable resource if you or your accounting advisor as it provides a list of transactions to be allocated.
Statement of cash flow—shows how your cash position has changed over a period of time, the amount of cash earned from profit, where you received additional cash, and where your cash was spent.
Available reports are based on your plan If there's a report listed here that you need, go to My Account to upgrade your plan (click your business name > My Account > Manage my product).
Click the dropdown arrow to view details of your operating, investing and financing activities.
Click an account's Net balance to see the associated transactions.
Exporting, saving and printing
You can export your report as an Excel spreadsheet or PDF by clicking Export. Note that you must enable editing of the spreadsheet from within Excel. If editing is disabled, the spreadsheet will not display the totals calculated in the report.
When exporting PDFs, you can also choose which style template you want to use. When the PDF displays, you can save it.
When viewing a report, click View and print to display the report as a PDF in a new browser tab, where you can save or print it.