Year-end package and full export

Year-end package for your accountant

In Reports, choose Year-end package.

1. Choose the year (or a date range) and the accounts.
2. Choose whether to include the attachments.
3. Read the list of open issues, for example periods that are not reconciled or items that need a category. Righto does not stop you, but it writes these issues into the package so that your accountant sees them.
4. Choose a folder. Righto makes a new folder with the five reports as PDF and CSV, the transaction and journal detail, the chart of accounts, the opening balances, vendor payment totals, reconciliation summaries, the attachments, and an index file.

The package helps your accountant. It is not a tax return.

Export all data

To take all your data to another tool, export all data. You get structured CSV and JSON files with every record, ID, and link, the audit history, and the original attachments, byte for byte.

Important

• Exported files are not encrypted. They contain your financial data. Choose the folder with care.
• An export is not a backup. To keep a backup that Righto can open, copy the .righto file. See Your business file, password, and recovery key.
• Exports never change your books.