Export P&L to Excel
complete
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Ben Stein
marked this post as
complete
there's now a download button on the P&L in the final review that does exactly this 😃
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John Jones
Ben Stein where? I can only find pdf exports
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Ben Stein
John Jones it's in the P&L report in the final review!
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John Jones
Ben Stein thanks. This is a helpful feature! We have not been using this feature since its so hidden . If possible I would prefer to see this export functionality included in the reporting section/page for the client and not just in the close. I would love to be able to export a profit and loss detail to excel.
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Briana Herman
Would love to export the P&L to be able to edit for my budgeting and planning clients. Will help with the manual process of me moving the data