How to View Financial Report Package in the Client Portal

How to View Financial Report Package in the Client Portal

The financial reports will be displayed in the Financial Reports section on the Dashboard. Click View to open the report.


    • Related Articles

    • Overview of the Client Portal

      Video Tour of the Client Portal: The Dashboard: Announcements - this is where we share messages or notes with you. Upload Files - this is where you can upload any necessary documents, such as receipts for your transactions. Open Questions - this ...
    • How to Log In to the Client Portal

      Here are the three (3) options to log in to the portal: Option A: Sign In with Email (via Magic Link) Enter your email and click Sign In with Email. You will receive an email from Accountable Numbers containing the magic link. Click the Log in to ...
    • How to Go Through the Onboarding Checklist in the Client Portal

      Log in to your client portal. Click on the Non-Transaction Qs tab. Go through each question. Once done, click Add Comment and comment Done to notify us that you've completed the process.
    • How to View a List of Open Invoices in Bill.com

      Open Invoices are all Unpaid Invoices that have been entered into Bill.com (including Sent and Unsent). There are two ways to view open invoices in Bill.com. Solution 1 1. Login to your Bill.com Account 2.Click Overview on the left menu and go to the ...
    • How to Upload a File to the Client Portal

      Clients can also send receipts, invoices, and other files to docs@accountablenumbers.com. Here are the steps. On the Dashboard, click Drag and drop file(s) here, or click to select a file. Choose the file, add a description (optional), then click ...