EOFY Reporting Made Easy: Generate Financial Reports in Minutes
EOFY time doesn't have to be a headache. WeTeachMe allows you to quickly generate the financial reports you need, making your end-of-year reconciliation a breeze.
Instructions:
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Go to "Balance" under the Finance section in your dashboard.
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Click on the options menu (three vertical dots) located next to the "Current Balance" amount in the table header.
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From the dropdown menu, select "Export as CSV."
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In the pop-up window that appears, tick the box for "Include Billing Information" if you need customer details in your report.
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Leave the "Itemise each transaction" option unchecked.
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Click on "Export" to download the file to your computer in CSV format.
Note:
In the CSV download, the "Items" column will provide class name, session, and ticket type information. Note that manual calculations may be required to obtain the desired information.