JiffyTrade allows you to export financial summaries in both CSV and PDF formats.

Navigate to:

My Business → Business Finances

Before exporting, ensure you configure:

• Date range
• Accounting basis (Accrual or Cash)
• Paid Invoices Only (if required)

Exports reflect exactly what is selected at the time of export.

📄 PDF Export

PDF export generates a clean, formatted financial summary.

Best used for:

• Accountant reviews
• Internal reporting
• Tax preparation
• Quarterly summaries
• Meetings

The PDF respects:

• Date range
• Basis selection
• Paid filter

It mirrors the on-screen summary in a print-ready layout.

📊 CSV Export

CSV export generates raw financial data suitable for:

• Spreadsheet analysis (Excel, Google Sheets)
• Import into accounting software
• Custom financial modelling
• Bookkeeping systems

CSV files include structured totals and relevant invoice data based on selected filters.

💰 Choosing Accrual vs Cash for Your Accountant

Before exporting, confirm which accounting method your accountant uses.

Accrual

Recognises revenue when invoices are issued.

Cash

Recognises revenue when invoices are marked as paid.

Using the wrong basis may cause discrepancies in reporting.

🧾 Using “Paid Invoices Only”

For revenue-focused exports:

Enable:

Paid Invoices Only

This excludes unpaid invoices from summaries.

Useful when:

• Preparing VAT submissions
• Calculating real income
• Reconciling bank deposits

🖨 Print-Ready View

You may also use the Print button in the top-right corner of the Reports page.

This produces a simplified, clean version of the dashboard.

Ideal for:

• Quick sharing
• Internal reviews
• Physical copies

⚠ Important Notes

Exports:

• Do not modify your data
• Do not change invoice status
• Do not affect locking
• Do not alter financial calculations

They are read-only outputs.

🧠 Best Practice

✔ Confirm accounting basis before exporting
✔ Export quarterly summaries for bookkeeping
✔ Keep digital copies of PDF summaries
✔ Use CSV for deeper analysis

Consistent exporting supports clean financial management.