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How To Use Propio – Step by Step

Reports

Generate, consult, and download financial reports in Propio — including Profit and Loss and Balance Sheet reports — all organized by client and always accessible.
How do I generate a Profit and Loss report in Propio?
Go to the “Reports” section from the left-hand menu. Select the client you want to generate or consult a report for, using the dropdown at the top. ...
How do I generate a Balance Sheet report in Propio?
Go to the “Reports” section from the left-hand menu. Select the client you want to generate or consult a report for, using the dropdown at the top. ...