The monthly report for your accountant

Choose recipients, day and frequency — your accountant gets a closed month.

Step by step

1. 1Go to 'Accountant' and add recipients (your accountant, and your bookkeeper if needed).
2. 2Choose the 'Send on' (1, 5, 10 or 15 of the month) and 'How often' (monthly or every two months).
3. 3Choose the report language and what is included: Excel, ZIP, PDF, and payments vs documents with the list of gaps.
4. 4You can get a reminder 3 days before sending, if something is still missing.
5. 5Click 'Save'. Everything sent is kept under 'Send history'.

Didn’t find an answer? Write to us on WhatsApp or by e-mail and we’ll get back to you.