Turnover reporting
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      Assisting members with Turnover Reporting

      Note: After these steps, the user can report turnover from the current period onwards. For past periods, refer to Adding a Company to Previous Reporting Periods.

      Platform: Desktop

      1. Verify User Rights:

        • Navigate to Management in the sidebar and select Users.
        • Enter the user's name in the Name field.
        • Ensure the user has the necessary role (e.g., Finance) for turnover reporting in the Role column. If not, refer to Editing user information.

      2. Check Company's Group Membership:

        • Go to Management and select Groups.
        • Click the settings icon (⚙️) next to the relevant turnover group and choose View details/Edit.
        • Confirm the company is listed under Group members. If absent, see Adding Companies/Users to a Group.