Reports
9 Docs
Last Updated: April 7, 2026
How to Download a Financial Report as PDF
Who this is for: Accountants and clients who need to save a financial report...
Last Updated: April 7, 2026
How to Access a Shared Financial Report
Who this is for: Anyone who has received a financial report link from their...
Last Updated: April 7, 2026
How to View and Download Your Financial Reports
Who this is for: Clients who have received financial reports from their accountant through...
Last Updated: April 7, 2026
How to Deliver a Financial Report to Clients
Who this is for: Accountants who have finalized a financial report and want to...
Last Updated: April 7, 2026
How to Finalize a Financial Report
Who this is for: Accountants who are ready to lock in a draft financial...
Last Updated: April 7, 2026
How to Edit Report Sections
Who this is for: Accountants who want to change which sections appear in a...
Last Updated: April 7, 2026
How to Generate AI Commentary for a Financial Report
Who this is for: Accountants who want to add a professional narrative summary to...
Last Updated: April 7, 2026
How to Customize and Preview a Financial Report
Who this is for: Accountants who have created a draft financial report in Debits....
Last Updated: April 7, 2026
How to Create a Financial Report
Who this is for: Accountants who manage bookkeeping for client companies in Debits. What...