Do you use an accounting software that requires a specific order of reports? You can edit this order on Excel!
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Firstly you need to download the report you are looking to change the order of. We recommend sending the revenue report to your accountant.
Find out more here about what to send from Slick to your accountant! 👩🏻💻
Step by step guide here!
To get the revenue report please go to Menu - Reports.
Select 'Revenue' from the header and add the dates you are looking for from the date range field!
Under 'Revenue Summary' you will see the button to 'Download to Excel'. Click this and your report will download automatically.
To change the order on Excel please follow the steps here!
1 - Select the column you want to move.
2 - Hover the mouse pointer over the edge of the selection until it changes from a regular + sign to a little hand as you see here!
3 - Click when the mouse is a hand and drag the column to the desired position.
4 - Just make sure you save the document and you're all done!
If you have further questions that haven't been answered in this article then please reach out to us on Live Chat via the chat bubble in the bottom right corner!