Year end with myFS
Not only does myFS give you quick access to your account balance and copies of invoices, statements and payments copies, it makes year end very easy.
To pull an entire year's summary
- Click on products on the left side (see screenshot)
- Click on
- Choose your desired time period and click
- All products bought in the time period will display
- At the very bottom there is a summary of total amount spent, including a tax summary
To pull an invoice summary
- Click on invoices on the left side (see screenshot)
- Click on export on the top right
- Fill in desired time period and export
To pull a volume statement
- Click on Statements on the left side (see screenshot)
- Click on
- Choose your desired time period and click Run Report
- Click Download
A helpful tip:
If preferred, you can have your accountant create their own myFS login and they would have access to all your invoices, statements and payments for the year.
