Being able to quickly and easily generate reports using your Online Bookkeeping Software is an integral part to being able to keep on top of your finances and being able to share information with an accountant or bookkeeper. WinWeb’s online collaboration makes this easier than ever, but we’ve also made it simple to generate a report.
To get started log in to your WinWeb account and click on the Cashbook icon at the top of the screen. This will launch you WinWeb Cashbook Bookkeeping Software and take you to the overview screen.
Then click on the reports tab on the right hand side of your console screen. This will open the option to generate reports on various aspects of your bookkeeping.
This is an example of a Document List report – as you can see a graph is clearly shown at the top of the screen, whilst beneath is a list of the various transactions.
From this screen it is possible to choose to choose a version of this document that is easy to print, or to create a CSV file to store on your computer or email to a relevant colleague.
WinWeb knows that your small business’ time is precious – so we’ve made generating a report from your Bookkeeping Software easier than ever.