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:

  1. In odo, open Settings → Contacts
  2. Tap Add contact
  3. Enter their name and email, and pick who they are — an accountant, for instance

Send it

  1. Open the report
  2. Tap Email this report
  3. Pick the contacts to send it to — or Me — or Add a new contact right there
  4. Tap Send to …

Each person gets an email of their own, so replies stay private.

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.