What it is:
The Finance Report provides a record of income, expenses, invoices, and payments.

What it’s for:

• Track overall financial activity
• Double-check bookkeeping accuracy
• Support external accounting or audits

How to use:

1. From the left-hand menu, go to Reports.
2. Select Finance Report.
3. Choose a time range and filters (e.g. type of transaction).
4. View or export the report.