Taxes and exports
How do I send a report to my accountant?
Save them once
The people you send reports to are kept as contacts, so you type an address once:
- In odo, open Settings → Contacts
- Tap Add contact
- Enter their name and email, and pick who they are — an accountant, for instance
Save them once
- Open Settings → Contacts in the web account
- Click Add contact
- Enter their name and email, and pick who they are
Send it
- Open the report
- Tap Email this report
- Pick the contacts to send it to — or Me — or Add a new contact right there
- Tap Send to …
Each person gets an email of their own, so replies stay private.
Send it
- Open the report
- Tap Email this report
- Pick the contacts to send it to — or Me — or Add a new contact right there
- Tap Send to …
Each person gets an email of their own, so replies stay private.
Send it
- Open Reports and the report you want
- Click Email this report
- Tick the contacts to send it to — or Me — or Add a contact right there
- Click Send report
Just one drive
To send a single drive — for a client who reimburses one trip, say — open it and tap Report. The same list of contacts comes up, and they get that drive alone as a PDF and a CSV.
What they get
An email from odo with the PDF attached, and links to the PDF and the CSV. The links work for 60 days; after that the page they open explains that the PDF is still in the email, and who to ask for a fresh copy.