How To Utilize Report Bundles
What you need to know:
Reports help you review and better understand the financial activity of your business. While AgExpert Accounting's sharing feature makes it easy to collaborate with others, there may be times when you need to share reports with external parties who don't require access to your account.
With the Report Bundle feature, you can quickly create a package of reports and download them as a single archive file to your computer. This makes it easy to save a complete set of reports for your records or create a convenient "banker's package" to share with financial institutions, accountants, or other trusted advisors.
Each report bundle contains all selected reports saved in PDF format, providing a professional, easy-to-share collection of your business information in one place.
What you need to do:
Confirm which reports you wish to save.
Determine the reporting period or specific date needed for the report.
How to (Step by Step):
Click Reports.
Select New report bundle.
Use the drop-down filter to select the Date for your reports: All fiscal years, Date range, or Last 12 months.
Check boxes to select each report you wish to appear in the bundle.
Tip: Select the Select all / none box to have all reports included in the bundle, or to unselect all previous selected reports.
Click Create bundle.
Note: The system will work on creating your bundle. You can leave the page while it is being generated and will receive an email once the bundle is ready.
Click the download button to save the reports on your computer.
Still have questions? Contact support
Contact us at 1-800-667-7893 or email support@fccagexpert.ca if you require additional support. You can find other help options under the question mark Icon in the top right of AgExpert Accounting at any time.