Help CenterFinancials & Other Sales
Financials & Other Sales
Portfolio reporting, non-invoice sales, business P&L, shared costs and accountant exports
4 articles
Getting started with Financials
Understand what Financials includes, set the base currency and review records without creating a competing ledger.
5 min readbeginner4 views
Recording Other Sales
Add webshop, card, Stripe or marketplace revenue individually, in bulk or through a staged CSV import.
5 min readintermediate2 views
Accountant export and reconciliation
Review warnings and download a Financials CSV package for your accountant.
4 min readintermediate2 views
Businesses, categories and shared costs
Classify records for management P&L without changing their tax treatment or portfolio totals.
5 min readintermediate1 views