How to View Accounting Periods?
- Upon successful login, expand Accounting from the left navigation bar.
- From the options revealed, click Accounting Periods. Doing so takes you to the Accounting periods screen.
- Here, documents uploaded for all accounting periods are displayed in a year-wise breakdown.
- Expanding the period reveals the type of documents added for that period. Expanding a type reveals all the documents added inside it.
- Clicking a document opens a preview whereas clicking the downward arrow icon downloads the document or all documents in a period.