AccountsPrep - How to Edit and Export your Snapshot

How to edit and export your Snapshot in AccountsPrep.

AutoEntry Support Team avatar
Written by AutoEntry Support Team
Updated over a week ago

Objective

The Snapshot is a reporting tool which you can export and edit. It can be accessed on the AccountsPrep homepage.

Procedure

You can edit your Snapshot by adding or taking away financial periods from the analysis using the highlighted + and - buttons circled below.

You can also export it as a PDF using the arrow on the top right hand corner. Once you click the arrow, the file will automatically download to your PC.

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