About This Service
I am selling a template into which pastel exports of your monthly balance sheet and income statement reports can be pasted in order to generate your Year to Date Financial Management Accounts.
The template will be tailored for your specific business and ledger accounts and the actuals from your previous financial year will be imported for Current vs Prior year comparison.
What seller need from the Buyer to get started?
For a start I will need
1. Client company financial year start and end dates
2. Balance Sheet and Income Statement Pastel reports for the each month from the beginning of the financial year (exported into excel).