General information about Holvi's reports

In this article will go through how you can export data from your Holvi account.

Table of content
1. How does it work
2. How to find the Exports tool
3. Dropbox
4. Where to find the reports? 
5. What kind of reports does Holvi provide?
6. Make the most of your Holvi dashboard

 

 

 

 

1. How does it work
Through the Exports tool you can easily export documents, receipts and attachments out of Holvi straight to your Dropbox account. You can either export everything from all time or select individual account areas and dates.

 

 

 

 

2. How to find the Exports toolYou can find the Exports tool here:

1. Choose Exports tab
2. Choose the year or a custom range
3. Export to dropbox 

 

 

 

 

The export will take a few minutes to complete. When it's done you will receive an email confirmation from Holvi.com that prompts you to move to your Dropbox folder to view the data.

In your Dropbox folder you will see the folder under Apps > Holvi > Account name. The file name will be the dates you picked when exporting the data.

 

Screen_Shot_2017-02-27_at_16.39.13.png

 

 

 

 

3. Dropbox
Dropbox is a personal cloud storage service that is used for saving photos, docs, videos, files and for file sharing and collaboration. You can link your Dropbox account to your Holvi account and export your documents, receipts and attachments here. You can for example share your dropbox account with your accountant so that she/he can access your reports.

You can read more about dropbox here www.dropbox.com and here https://www.dropbox.com/privacy.

 

 

 

 

4. Where to find the reports?
Here's how you find the reports in your Holvi account:

1. Choose the Bookkeeping tab

2. Click Reports

Under reports you'll find three options: account statement, service fees receipt and bookkeeping reports.

 

 

 

 

 

5. What kind of reports does Holvi provide?
Holvi's built in Reports give you many handy tools that you can freely use as you like to. Remember that Holvi does not provided automated bookkeeping but you can freely use Holvi's reports to make bookkeeping an easier task!

Holvi provides reports in forms of: 

  • Account statement: a time based list of every transaction (cash based), Freely customisable dates, Excel/PDF format 
  • Holvi service fee receipt: what you have paid as Holvi's service fees (cash based). Freely customisable dates, PDF format

Then under Bookkeeping reports you have:

  • Income statement: Total incomes, expenses and their sum as Net Income (cash based). Freely customisable dates, Excel/PDF format
  • Budget report: a breakdown of your income and expense categories, what transactions they withhold and what are the realised amounts (cash based), Excel format
  • Invoicing (accrual and cash based): a continuous list of your invoices. Including the issue, due and payment dates and VAT. Freely customisable dates, Excel format
  • Accounting journal: A comprehensive chronological list of every transaction in your account. Including date, type, VAT%, category and other important information (accrual/cash based). Freely customisable dates, Excel format
  • General Ledger: A breakdown of your income and expense categories and the transactions they contain. Including date, type, VAT%, category and other important information (cash based). Freely customisable dates, Excel format
  • VAT report (if your account is VAT liable): a list of transactions that include VAT organised by their VAT% (cash based). Freely customisable dates, Excel/PDF format

 

Order lists (and the answers to additional questions, if the product had them) can be accessed within the Online Store menu. 

 

 

 

 

6. Make the most of your Holvi Dashboard
Holvi Dashboard is the first place you should look for when you want to have an overview of your account activity and how your finances have developed.

To access the Dashboard, click Home and then Dashboard in your account view.

The dashboard is formed out of 5 individual views that connect the their corresponding area within your Holvi account: Cashflow, Online Store, Payments Out, Invoicing and Expense Claims. 

You can filter the Dashboard by time to get a better understanding of how your finances have developed and what ares might require some more attention.

If you have some areas that are empty, you haven't started using that feature of Holvi yet. For example if you haven't sent any expense claim links, the expense claims area in your dashboard will be empty.

 

 

Follow
Was this article helpful?
0 out of 0 found this helpful
Powered by Zendesk