How do I generate an expense and/or charges report in Posibolt?
How do I generate an expense and/or charges report in Posibolt?
Log in to Posibolt, navigate to the top right of the screen and click the large Arrow icon, and the mail menu will load. Navigate to the right side of the screen and locate Accounting and click it.
Navigate the sub-menu and locate Reports, under the reports sub-menu locate Expense or Charges Report and click it.
Select all the filters to generate the Expense or Charges Report, here you can check and select a Balance Sheet or a profit/loss report and click Expense or Charges Report.
You can export the report by clicking one of the file formats at the bottom of the table on the lower right side (pdf, email, csv etc.).
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