Permission Required: Users with the Admin Profile, External Accountant and Custom Profile can access this feature
Regional Availability: Australia, India, Indonesia, Singapore, United States
Overview
Volopay offers many custom reports for you and your business on the dashboard to export. Here's a quick view into the reports you're able to export from Volopay ledger and where you can access them.
To download any report from ledger you will need to be an admin or accountant to access or ask your admin to give a custom permission for you to access exporting reports from ledger.
Steps to export ledger data
Step 1: Navigate to the Accountings section and proceed to the Ledger page.
Step 2: Click on Request Statement and input the details of the ledger data or the list of transactions you want to export.
Step 3: Select the account for which you need the data. This could be your base currency, USD currency, or a credit line ledger.
Step 4: Choose the duration of transactions for which you need the data.
Step 5: Select the format in which you want the report to be exported. Options include a CSV file, XLS file, or a PDF document.
Step 6: After selecting the details, choose to request the statement directly and export it to your download section on the Volopay dashboard, or select the email option to send the statement to the requested users mail.
Step 7: After requesting the statement, navigate to your download section. Here, you'll find all the exports ready for download.
