📄Exporting Your Financial Data as PDF
You can easily generate a PDF report that summarizes your financial data for a selected year. This is useful for sharing with your accountant, archiving, or simply reviewing your activity.
🧭 Where to Export
📍 Go to the Dashboard
At the top of the dashboard, select the year you want to export using the dropdown filters.
Then, click the red “Export PDF” button below the charts.
📌 What’s Included in the PDF
✅ All validated revenues (non-planned ones only)
✅ All expenses
✅ A summary of total debts (⚠️ debts are shown as totals only, not transaction details)
✅ Net balance and summaries
✅ Visual color-coded categories for better readability
📎 Attached Files
If any revenue or expense entry includes an attached file (e.g. invoice or receipt), it will:
Show up in a blue link at the bottom of the PDF
Clicking this link will redirect you to the transaction page on the platform for further review
⏳ Time Range Limitation
You can only export data for up to 5 years in the past.
Example: If it’s 2025, you can export from 2020 to 2025.
📄 How the PDF Export Works in SyncYourSite Finance
1. Two Different Summaries Are Generated
When you export your accounting data to PDF, two separate summaries are automatically included:
Summary 1: Full Financial Report
Includes all Revenues, Expenses, and Opening Balances (balances imported from previous years).
Useful for having a complete view of your total financial situation.
Summary 2: Operational Activity Report
Includes only true Revenues and true Expenses recorded during the selected year.
Opening balances are excluded to show the pure operational activity for the fiscal year.
✅ Both sections are clearly labeled inside the PDF.
2. Company Identity Display
At the beginning of the exported PDF, you will find a Company Identity Card, including:
Company Name
Legal Registration ID (ID Legale)
Address
Phone Number
Email
Website
✅ This ensures every report is clearly linked to the correct company and looks professional for official uses.
3. Special Notes About Debts (Dettes) and Net Balance (Solde Net)
🧾 Debts ("Dettes") in the PDF
Debts represent future obligations or pending transactions recorded in the system.
Debts are shown separately for visibility.
Debts are NOT deducted from the Net Balance calculation.
Debts are informative only and do not affect the real cash calculation.
🏦 Net Balance ("Solde Net")
The Net Balance represents the real cash fortune available in your bank account at the end of the period.
It is calculated as:
✅ This figure shows the true financial result: the real money after activity.
4. ⚡ Important for Fiscal Declarations
When you make your official tax declaration, you must only declare:
Only the Revenues and Expenses shown WITHOUT Opening Balances should be used for your fiscal reporting.
📢 Why?
Opening Balances are historical amounts carried over from past years.
They are not part of the actual revenues or expenses of the current fiscal year.
Fiscal authorities are only interested in the operations happening during the active year (sales, purchases, etc.).
✅ Therefore, for any tax declaration, accounting submission, or external report, you must use the "Operational Activity Report" (the second summary in the PDF) — excluding any opening balances.
🛡️ In Summary:
Revenues
✅ Yes
True earnings during the year
Expenses
✅ Yes
True spendings during the year
Opening Balances
❌ No
Previous year balances, not current income
Debts
❌ No
Informative only
🎯 Why this structure?
Maximum Transparency: Separate operational performance from historical situations.
Professional Presentation: Company information is cleanly displayed.
Easy Fiscal Management: Helps you easily report the correct values to the authorities.
Prepared for accountants and financial audits.
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