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What is the All-in-One report?
The All-in-One report is a PDF report that can be downloaded from within Holvi and includes information that can be used for accounting purposes.
The report allows you to export information for bookkeeping preparation by including all the information for a selected period of time into a single PDF file.
Which data is included in the report?
The report includes:
- General information about the business and some aggregated statistics e.g. the number of and amount for incoming and outgoing payments, payment categorisation overview etc.
- Transactions from the account and their payment details as well as external or manual transactions, and expense claims transactions and their attachments.
- Categorisation and VAT that has been configured for each transaction.
- Images of attachments uploaded to a transaction.
How do I download an All-in-One report?
- Log in at Holvi.com
- Go to Reports from the main menu
- Click All-in-One report
- Select which IBAN account you want it for
- Choose your date range
- Click Create report
- Wait for the email that notifies when the report is ready, or refresh the page to review the status
- Click Download to open the All-in-One report for the selected period
⏳ All-in-One reports can take up to a few hours to generate as there’s so much to include. We’ll email you when your report is ready to download. Longer date ranges take more time.
Your report will be available for download for one month.