STEP 1 - Access
Go to Finance > Summary.
STEP 2 - Filters
Use the tabs to select the desired time period.
Apply filters to refine your view:
Bank Account
Credit or Debit
Value Range
STEP 3 - Viewing the Summary
Financial transactions are listed in chronological order based on the payment date.
In Red: Payments made (expenses).
In Green: Payments received (income).
STEP 4 - Actions in the Summary
Print the List:
Click "Print" to generate a printable version of the summary.
Export as a Spreadsheet:
Click "Export" to download the summary as an Excel file.
If you still have questions, please contact support or reach out via WhatsApp.