The reporting summary page is where all of a Dext Solo Client’s transaction data is compiled and broken down by category.
This is where you can compile reports that eventually will be submitted to HMRC.
How Transaction Data is Broken Down on the Summaries Page
The transaction data is separated into Business Income and Business expenses.
Income and Expenses are then organised into the categories individual transactions are assigned to, and also show:
- The number of Inbox and Archive items, as well as Bank Transactions assigned to that category.
- The Total amount of all the transactions in that category and the Total Share of that amount.
Filtering the Data
Filter the transaction data by date by selecting a starting and ending date at the top of the screen.
Rental Properties
Rental properties can also be selected for clients with rental properties, via the filter icon in the top right of the page.
Exporting Reports
When the report is ready you can export it as a CSV by clicking the Export to CSV button at the top of the page.
