How to View Accounting Periods?

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