Learn how you can take backup of your financial data

Sometimes you might want to export all the transaction data from Envoici for management reporting or just to maintain a local backup.

You can do this from ‘Reports’ section.
‘Ledger’ report contains transaction data from all the accounts. You can export this report in MS Excel or PDF format.

‘Transaction Report’ under ‘Other Reports’ section also gives you a list of all the transactions from a specific period. You can export these transactions in excel or PDF.

Similarly, you can view, and export other reports related to customers, products, sales and purchases.

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