how to get financials with FNB Instant Accounting

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  • SilverNodashi
    Platinum Member

    • May 2007
    • 1197

    #1

    [Question] how to get financials with FNB Instant Accounting

    Hi,

    Does anyone know how / where to get yearly financials with FNB Instant Accounting?
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  • SilverNodashi
    Platinum Member

    • May 2007
    • 1197

    #2
    Anyone?
    No one?
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    • Dave A
      Site Caretaker

      • May 2006
      • 22806

      #3
      Seems like you might be leading the local pack on this one, Rudi.
      Participation is voluntary.

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      • Basment Dweller
        Silver Member

        • Aug 2014
        • 314

        #4
        If you have an FNB business bank account, you automatically have the FNB instant accounting package linked to it.

        To access the accounting package login to your internet banking account and go to the popup side menu called 'My accounts menu'. Its the yellow tab on the left side of the page, when it pops out, go to 'instant accounting'...you will be re routed to the accounting page from here.

        Once you are in the accounting package, you need to activate the account sync, it should pull all your account transactions from the previous 5 years.

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        • SilverNodashi
          Platinum Member

          • May 2007
          • 1197

          #5
          Originally posted by Basment Dweller
          If you have an FNB business bank account, you automatically have the FNB instant accounting package linked to it.

          To access the accounting package login to your internet banking account and go to the popup side menu called 'My accounts menu'. Its the yellow tab on the left side of the page, when it pops out, go to 'instant accounting'...you will be re routed to the accounting page from here.

          Once you are in the accounting package, you need to activate the account sync, it should pull all your account transactions from the previous 5 years.
          Thanx, but this doesn't help at all.
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          Comment

          • Basment Dweller
            Silver Member

            • Aug 2014
            • 314

            #6
            Sorry then I don't understand your question, can you elaborate a bit on what the problem is?

            If you are already logged into the accounting package then go to reports and run a 'management pack' report on the year in question.

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