Support Portal

Head over to the ‘Reports’ section available on the left-hand side panel of the dashboard and select the ‘Bookkeeping’ section there. There you can select t...

Reports help a business attain a true picture of its financials as business reports provide useful insights on spending's, profits and loss, and growth.

You can’t download all reports at the moment. Only reports like aged receivables, aged payables, and general ledger can be downloaded. Cash flow, balance sh...

Some reports like aged receivables, aged payables, and general ledger can be exported in excel and PDF Format. But other reports like Cash flow, balance she...

You can only set a date range for a report currently. We are working on other customizable features.

As of now, Open doesn’t have the feature to schedule business reports. However, this feature is in the works and will be active soon.

As of now, you can’t limit or restrict access to reports. However, we’re working on the feature.