The business portal gives you two important pieces of data that your accountant will love and require.
- Transaction reports
In the transaction list, you can choose a time period and other filters to show a specific list of transactions. This list can also be exported in formats that pleases your accountant.
In the settlement list, you find an overview of all settlements we have made to your business bank account. Your accountant will use these reports to reconcile against your business bank account.
Depending on your business, you can export these reports daily, weekly, monthly or yearly to get all the required data from Settle into your accounting and bookkeeping setup.