Overview
An engagement letter provides a clear overview of your company’s commitments with Juni and serves as an important document for your annual financial statements, among other things.
How do I generate an engagement letter?
Extracting an engagement letter is a simple process. Follow the steps below:
Click on the Money tab, select Transactions, and then Exports. Select PDF engagement letter and choose an "as of" date (to-date)
Select which accounts and IBANs you wish to include in your Statement of Account. You receive unique IBANs for different currencies. This allows you to send and receive money directly in the local currency.
Check your permissions
Only users with the Owner, Admin, or Accountant roles can request the engagement letter.