How can I generate a financial report?
To create a financial report on Psylio, follow these steps:
- Go to the Finances tab in the left-hand menu and select Reports.
- Choose from global, revenue, expense, and tax reports for your desired period (e.g., current year, previous year, custom period).
- Click Update preview to apply the selected period.
- To save the report as a PDF or print it, click View PDF file.
Related Articles
What happens to the financial records when I delete a client record?
Deleting a client record in Psylio does not impact financial records. According to the law, all financial data, including client payments, must be retained for 7 years. Therefore, even after deleting a record, client payments remain recorded in your ...
How can I manage my taxes with Psylio?
As a self-employed individual, you are required to file a tax return each year. Although consulting an accountant is always advisable, the Psylio platform provides features that can help you organize your finances and save time. Track your income and ...
Can the platform generate invoices in different currencies?
No, the platform can only generate Canadian currency for now.
How do I generate a payment receipt?
First, open the record of the person in question, go to the Invoicing tab and select Paid. Find the invoice for which you wish to send a receipt and locate the vertical ellipsis icon at the end of the row. Click on it to open the drop-down menu, and ...
Can an invoice be deleted?
It is not possible to delete an invoice, whether it has been paid or not. However, you can easily mark it as cancelled. Cancelling an invoice: Open the client record and go to the Invoicing tab. Locate the invoice and open the actions menu. Select ...