improved

Business Owners

Accounting Firms

All Users

Financials Now Download as PDF or XLS

What’s New:
In Financials, you can now download each report as either a PDF or XLS. This includes Profit & Loss, Balance Sheet, Cash Flow, AR Aging, and AP Aging.
Cursor_and_Michelle_s_Demo_Clie…___Financials
Note:
When you download the Financial Package in Digits, the Profit & Loss, Balance Sheet, and Cash Flow Statement are now included as PDFs instead of XLSX files. The package still includes a Trial Balance in XLSX and a Transaction List in CSV.
Cursor_and_Michelle_s_Demo_Clie…___Financials
Why It Matters:
You can choose the format that fits the job—PDF for polished sharing and presentation, or XLS for deeper review and analysis.