viewing tax years

rootandseed

Hi,
Is there a neat way to view previous tax years in the dashboard, apart from using the filter - I want to be able to see income and expenses at once. also is there a way to view by date paid rather than date invoiced?

Thank you

Katie

Hi Rootandseed,

Unfortunately, neither of these is an option in Crunch Free.

Under Client Payments, you can apply a date filter, and this will show you all the payments recorded in that time along with their invoice numbers. This can be exported if needed.

Katie

rootandseed

ah ok, thank you

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