Send the month-end report
Each closed month gets a report page. Edit it, send it by email, or create a read-only link for your CPA or investors.
In Accountable: CloseUpdated September 29, 2026
Steps
Step 1: Open Close, pick the month and open its report.
Step 2: Press Edit to change the words, or Draft again to redraft it from the books.
Step 3: Press Send, type the Email addresses and an optional note, and press Send to N people.
Step 4: Or press Create a read-only link and Copy read-only link. Press Turn off link to stop it.
Good to know
- Sent to shows who opened the report.