To keep a copy of historical data we recommend you access the following reports (where applicable to your business):
- Cash Trial Balance Report.
- Profit and Loss Report.
- Balance Sheet Report.
- Monthly Report.
- All BAS/Taxation Reports.
- Outstanding Invoices Report.
- Creditor/Debtor Summary Report.
- Asset and Stock Reports.
- Budget to Cashbook Comparison Reports.
- Full Budget, Quick budget and Worksheet Data.
Exporting Data To Excel
You are able to export your cashbook data to excel via Cash Trial Balance Report and Full Budget data.