Financial reporting

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Short and longterm financial reporting is important for an organisation, to know and monitor the progress and the direction of its financial health.

It is also a legal obligation for a non-profit organisation.

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Some banks deliver CAMT.053 statements in XML format. This allows for easy financial reporting via Excel.[1] You can filter on certain periods, or transactions, or create a pivot table to report on expense claims management.

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  1. Triodos CAMT.053 format