Forum Discussion

Rhubarb's avatar
Rhubarb
Cover User
18 days ago

Accountant Access to Data

Hello. Can you please explain how to EITHER export expense/income data to an accountant OR enable them access to the data in the app?

With thanks

Robyn

  • Hey Rhubarb,

     

    You can export your list of transactions straight from the app. Just tap More at the bottom of your home screen, scroll to Reports, and select Transaction List—easy as that! 😊

     

    You can also check out and share your Profit and Loss Statement with your accountant. Just a quick heads-up: we’ve spotted a bug when opening up P&L Statements, but don’t worry — our devs are already on it and working hard to get it sorted.