Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to generate a financial year end report.
Important Note: Board.Vision web app is supported on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later).
To generate a financial year end report:
1) Log in to your Board.Vision account using your registered email address and password.
2) From the left menu, go to Reports.
3) On the Download Reports page, under the Entites FYE Report section, select the Financial Year End Date. Then, click on Download Report.
4) Once you have clicked on Download Report, your document will be saved to your desktop/laptop in an Excel format.
Important Notes: The report will list down all the companies with the same year end date in the same company group.
Congratulations! You have completed the tutorial on how to generate a financial year end report.
If you face any issues in completing the steps shown in this tutorial, please reach out to our Customer Experience Team at firstname.lastname@example.org or +65 69097100 and we will be happy to help.
Our hotline operating hours are from Mondays to Fridays 9:00 AM to 6:00 PM SGT (excluding public holidays).