Already entered some book entries in Springly and ready to take the next step? This article is for you. It covers the following topics:
- Who has access to accounting documents?
- How do I read the different accounting documents?
- How do I export accounting documents?
Who has access to accounting documents?
Main Administrators and Administrators with access to the Accounting section (including read-only access) can view accounting documents under Accounting > Documents.
For everyone else, the Accounting menu is simply not displayed.
Please note: Advanced dependent groups have their accounting consolidated at the parent level, so they do not have access to all accounting documents — only to:
- Expenditure-Revenue;
- Profit and loss;
- Journal;
- a simplified version of the General ledger, showing only class 6 and 7 accounts.
How do I read the different accounting documents?
The strength of accrual accounting lies in its ability to produce standardized summary documents called "Financial Statements" that give an accurate picture of the organization.
As a board member of your nonprofit, you need to know how to read them. In particular, the Statement of financial position and the Profit and loss are two documents every board member should understand — they're invaluable at an annual general meeting or a meeting with a funder.
A treasurer who knows their numbers builds confidence and makes it easier for others to believe in your mission.
Find all the explanations about accounting documents in our blog article: How to read your nonprofit's accounting documents
How do I export accounting documents?
Standard documents
Your accounting documents can be exported from Accounting > Documents.
A main menu gives you access to each document, with a short description. Click on the document you want.
Once on a document's page, you can navigate to other documents by clicking on the corresponding tabs.
Configure the information you want to display, then click Search to apply your settings.
At the top of each page, you'll find one or two export icons — Excel or PDF. Some documents are only available in Excel, while others are available in both formats, as shown in the example above.
Click the icon of your choice: the download starts immediately, or a banner appears to let you know the export will be sent to you by email — depending on the document and the size of your accounting data.
How to export your accounting documents from Excel to PDF
FEC, invoices, transactions, and payments
Some documents can be downloaded from the export center. Go to Exports > Accounting to download:
- the Standard Audit File for Tax (FEC), a legal document that may be requested by authorities (must first be enabled under Settings > Accounting);
- invoices linked to your book entries: instead of reviewing each transaction and entry individually in Springly, receive a full export of all associated invoices by email. Set a date range and click Export;
- book entries linked to transactions;
- book entries linked to received payments.
Click Export for the document type you want to download and select the desired date range.
Learn more:
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