Help · Board
Board: board packs
Board builds a monthly management pack from your books in one click: P&L against last month and budget, balance sheet and working capital, KPIs, top receivables, compliance and expiring documents.
How to navigate
Finding your way around
- Left menu → Governance → Board packs and Action tracker.
Guides
3 step-by-step guides
How to prepare a board pack
Generate this month's pack from your books.
Read guide
How to edit commentary, actions and share a pack
Finish one pack: management commentary, action items, refresh figures, PDF.
Read guide
How to follow up board actions
Every action item from every pack, oldest due first.
Read guide
Can't find it?
Search all guides or ask our team.