Monthly finance report

Learn how to use our Monthly Finance Report for insights into your balances.

An image of a webinar screen with a green card in the centre.

What you'll learn

  • Complete understanding of the balance overview page

  • How to generate monthly finance reports 

  • How to find all pending balances

  • How to create an overview of sales per payment method

Who is this for

Anyone using our financial reporting or reconciliation tools.

By the end

You’ll know how to reconcile your balances. 

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