Exporting Financial reports and workpapers

Once you’ve completed the report and workpapers, you can apply the style you’ve created for your practice and generate the financial report and workpapers to send to your client.

1. Go to Exports and select New export.

2. From Choose a bundle drop-down, select the report that you’ve created. This can be a Financial statement or Workpapers.

You can’t select both the Financial statement and workpapers.

3. Select Generate export.
   

   

4. You can select the pages you want to print.

   1. Use the plus sign to move the section or add a section from the right-side panel to change its printing order.

   2. Select the dots and line symbol to add or remove sections within the report.

   3. To delete a section, select the trash icon