Docs

Reports

From your posted entries

Every figure in Reports is worked out from the entries in your books. Rows waiting in Review are not counted until you approve them.

The reports

Profit and loss, balance sheet and cash flow follow the period you pick at the top. With the Accountant view switched on in Settings, the trial balance and general ledger appear too.

You can put months, quarters or weeks side by side, read the ratios, see exceptions worth a look, and see a 13-week cash forecast. The forecast is a projection, not a record.

Saving and sharing

Save any report as a PDF, an Excel file or a CSV from the report itself or from Export. You can also share a copy of your books with your accountant. They can send back changes, and you approve each one before it reaches your books.

What Resibook doesn't do

Resibook prepares your records and reports. It never files anything with a tax office or any government, so you or your accountant file them.

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