Mobble makes it easy to reconcile your livestock numbers, gather your invoices, review your inventory on hand, and share everything with your accountant at EOFY.
Follow this guide to smoothly wrap up your financial year.
Option 1: Invite Your Accountant to Mobble Connect
The easiest way to handle EOFY is to give your accountant direct access to your data. With Mobble Connect, they can log in, receive limited view-only access to your summaries and reports, and download what they need themselves. Here's how to add your accountant to your property for free:
Web and Mobile
- Go to Settings > Mobble Connect from the main menu.
- Click Accountant.
- Click Invite Accountant.
- Enter their email address and click Submit.
Your accountant will receive an email invitation to set up their own login and access your property.
Option 2: Export and Send Your EOFY Records Manually
If you prefer to bundle up your records and send them to your accountant yourself, you can easily export your data via the Mobble web-app.
Download Livestock Reconciliation Report
This report provides a clear summary of your starting head, natural increases, purchases, sales, casualties, and closing head. It can be fitered by financial year and exported.
Web
- Navigate to Reports in the side menu and scroll to Livestock Reconciliation report.
- Use the date selector in the top right to filter by the desired date range (e.g., select Current Financial Year or Last Financial Year).
- Click Export to CSV to download a spreadsheet, or click Print and choose Save as PDF for the destination.
Download Livestock Summary Reports
You can also download individual summaries for livestock purchases, sales, casualties and natural increases.
Web
- Navigate to Reports and select the summary you need: Sales, Purchases, Natural Increases, or Casualties.
- Use the date selector in the top right to filter the report for your target financial year.
- Click Export to CSV to download the spreadsheet data, or click Print and choose Save as PDF for the destination.
Bulk Downloading Files
If you have been attaching invoices or receipts to your sales and purchases you can now download all of these documents at once in a single ZIP folder.
Web
- On the Mobble web-app, select Files from the menu.
- Select File Search.
- Use the date selector in the top right to select the current or previous financial year.
- Use the filter button to filter your files (e.g., files attached to Sales or Purchases).
- Select the specific files you want, or use the Select All button to select all files on the page.
- Click Download Files.
- Once the link in the download portal is ready, click to download the ZIP file to your computer.
Download Inventory Overview
If you need a report of your current inventory on hand, you can download this from the Inventories page.
Web
- On the Mobble web-app, select Inventories from the menu.
- Select an inventory.
- Click Export to CSV to download a spreadsheet, or click Print and choose Save as PDF for the destination.
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