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.
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