Report center

Printing comments

If you have tagged your comments you can select which comments you want to include in the report. You can choose between Untagged, and/or To quality assurance.

If you use Tax & Annual accounts via Practice management, you can also use the To customer tag.

Printing appendices

If you select the option Appendices all main- and sub appendices will be included as default. With the Filter-icon , however, you can specify in detail what appendices to print. From the appearing dialog, you can select all appendices, all completed appendices or select single appendices to include in the report:

Printing the income statement and balance sheet

The information that is included in Income statement and Balance sheet is the same that can be seen under Year end closing - Financial statements.

The report is generated and you get a preview directly. When creating larger reports in the report center, it can sometimes be difficult to know when they are ready, but you can safely continue with other things. As soon as the report has been created, a notification will appear in the top menu. If you click on it, you will see a message that the report is ready, along with a download link that is active for 30 minutes.