Sending the accountant bundle

Reports → Accountant bundle. Pick a date range (defaults to "previous full month") and either:

- Download zip — instant, comes down as a zip with cover.txt, invoices.csv, payments.csv, expenses.csv, timesheets.csv, vat-summary.txt. - Send to accountant — emails the configured accountant. Set their name, firm, and email in Settings → Accountant first.

Set "Monthly auto-send day" in Settings to a day of the month (1–28) to have the bundle auto-sent on that date every month.

The VAT summary is explicitly labelled "for accountant review only" — it's not a VAT return. Your accountant should still cross-check against the source records before filing.