Help centre · Accounts
What happens when I press Issue on a management pack?
Open this screen in Saral/accounts/management-reports?tab=build
Issue rebuilds the pack from today's figures, verifies each entity live against Xero (a minute or two), and freezes the result as a new version of that period and audience. Readers with the board key see it immediately, the template's recipients are emailed the PDF, and any warnings the sections raised are printed on it. Issuing again creates a new version; earlier versions are kept.
Not what you needed? Inside Saral, ask Kuku (Alt+K) — if it cannot answer, “Ask a human” sends the question to Saral support with the chat attached.