- Go to the Dashboard and navigate to Transactions.
- Click on the download icon available at the top bar.
- Select the date range for which the transaction report needs to be generated.
- Select the accounts for which you want to generate the report.
- If accounts are not selected, all accounts will be used to generate the report.
- Choose the report type:
- Transaction List: It will give a list of all transactions in ascending order.
- Group By Account: It will provide separate sheets or separate sections in Excel or PDF respectively for different accounts.
- Select the Report Format: PDF or Excel.
- Click Send Over Email to have the report emailed to you.
- You’ll receive an email from TimelyBills in your inbox within 5-10 minutes with a report attached.
- Incase you don't get the email even after 30 minutes or so, please contact support at support@timelybills.app with your concern.
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