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.
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.
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.