Overview
An overview of your accounts provides a clear picture of your company's accounts with Juni. Exporting this overview directly from Juni saves you time and ensures your accounting is accurate.
How do I export a list of my accounts with Juni?
Requesting an overview of your accounts is a simple process. Just follow the steps below:
Click on the Money tab, select Transactions, and then Exports. Select Account overview PDF and choose an "as of" date (to-date)
Check your permissions
Only users with the Owner, Admin, or Accountant roles can request an overview of accounts