How to download a payment report on Cloudfloat?

Cloudfloat users can now easily download a comprehensive report of all their payment requests in a single, easy-to-read CSV file. This feature streamlines your bookkeeping processes and ensures efficient, hassle-free tax reporting.

Why download a payment report?

Simplify your bookkeeping by consolidating all payment data in one place.
Enhance your tax reporting with accurate, organised financial records.
Keep your financial projections and forecasts up-to-date by reconciling expenses regularly.

Steps to download a payment report

Log in to your Cloudfloat account Access your account using your credentials on the Cloudfloat app.
Navigate to the settings page Click on the “Settings” section from your dashboard.
Click on the reports tab In the top navigation you will see the ‘Reports’ tab, click here to enter the page.
Select the download option Look for the “Generate report” button and click to download.
Save and use your report Once downloaded, save the file to your preferred location. Use it for bookkeeping, tax reporting, or reconciling your expenses.

Best practices

We recommend reconciling your expenses on a monthly basis to stay on top of your accounting. Regular reconciliation helps ensure your financial records align with your cash flow forecasts and projections, keeping you prepared for both day-to-day management and future planning.