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AFLICK1996PO
October 29, 2020
Question

Pulling P&L reports for all clients in a singular export

  • October 29, 2020
  • 1 reply
  • 0 views

Is it possible to download all of my client's P&L reports at once instead of going into each individual account and downloading their P&L reports. This is a very time consuming and annoying process. 

 

 

1 reply

katherinejoyceO
katherinejoyceO
October 29, 2020

Thanks for sharing your first post here in the Community, @AFLICK1996PO. 

 

At the moment, you can only pull up the client's reports one at a time. I understand how useful it is to be able to download your clients' P&L report all at once. All our suggestions are subject to study for any possible options to make this work. 

 

Meanwhile, I'm inviting you to visit our Global Help Articles hub. We have resources that you can search for your future reference in case you'll need some steps about customising and modifying individual reports, tracking profit and loss report by customer or bank account. 

 

I'd be happy to see and answer your next post, @AFLICK1996PO. Feel free to visit again here in the Community. 

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