Create New Monthly Financial Report | Scribe

    Create New Monthly Financial Report

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    • 0 step |
    • 55 seconds
    Click here.
    Click here.
    Name your Monthly Report.
    Click "Filter"
    Click "Nov 1 → 30"
    Select the dates for this Month.
    Click "Save for everyone"
    Add a new Revenue item to the relevant category group.
    Click here.
    Give your revenue item an expected 'Due' date.
    Filter your Expenses in the same way.
    Click "Nov 1 → 30"
    Click "Save for everyone"
    Add a new Expense item.
    Reposition your Report, or create a folder to hold all your Monthly reports.
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