For your accountant

Add your accountant once and they get the report, every payment and the totals by email: when you send it, monthly, quarterly or yearly.

Send it to your accountant. On Reports, open Who gets reports and add your accountant under Your accountant. Choose how often: only when you send it, every month, every quarter, or once a year after the year ends. Each email has the report to print or save as a PDF, every payment as a spreadsheet, and the totals, behind private links that work for 60 days. They never need a login.

Quarters and years include a section for your accountant: dues received, anything returned or disputed, net dues, and money received for membership that runs past the period end, which we show but do not split.

Dues and event income are counted separately. Ticket money from events sold through renuzy has its own section and its own file, so it is never mixed into dues. Donations and expenses live in your own books. Download the ledger CSV for the same period to show every dues payment behind the figures.

The Report library opens with this year and last as tiles, and net dues month by month and year by year as bars. Each bar is the same figure as the report it stands for.