Report Settings
Company, financial year and presentation preferences
These settings control how the financial statements are presented. The financial year determines the available year, half-year and quarter periods. Periods are shown only when the imported data contains supporting activity.
Company & financial year
PNG, JPG or SVG, up to 2MB. If no logo is uploaded, your organization's initials are shown instead.
Quarter 1 begins in this month.
Year the company's current FY starts in (not necessarily today's calendar year). Enter 2025 if your FY runs Jul 2025 – Jun 2026, for example. Leave blank to auto-detect from the most recent data.
Display & number formatting
Plain-language analysis
Controls which period-over-period movements are called out in the plain-language Cash Flow analysis (Pro). Lower values surface more, smaller movements.
Report behaviour
Account
At least 8 characters, with 1 uppercase letter, 1 number and 1 special character.
Checking\u2026