Reports

CA register and CA copies

Give your accountant a register of every invoice with realisation detail, CSV export and printable CA copies.

Invoicing → CA register lists your invoices with the figures your CA needs, including realisation detail that client-facing views never show.

Export to CSV for your accountant's spreadsheet or software.
Print a register for the period.
Open a CA copy of any single invoice: the same document with realisation detail added.

The CA copy is deliberately a separate page, not a setting on the invoice, so the client copy can never accidentally show what your bank charged you.

Access needs the Reports → CA Register & CA copies permission, included in the standard Accountant role.

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