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How to view and send financial statements

Learn how to view and send your clients their financial statements 

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Instructions

  1. Go to Clients, then select the client
  2. Click More Options, in the upper right, then View statement
    View and send financial statements.png
  3. Select a date range, the click Generate Statement
    Generate and Email Financial Statement .png
  4. To email the statement, click the email icon in the top right to email the statement

Video Guide

 

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