Reports
The Transaction Report shows you all individual transactions. To access the Transaction report, simply go to Reports > Transactions On this repor...
Thu, 11 Jul, 2019 at 2:47 PM
The Settlement report shows you details of deposits that go into your bank account. To access the Settlement report, simply go to Reports > Settlemen...
Thu, 11 Jul, 2019 at 2:48 PM
The auto-payments report shows you which customers have setup recurring payments on their own payment cycle. Users that have set up a one-time payment for ...
Thu, 11 Jul, 2019 at 2:49 PM
The Payment Categories Report enables you to view all individual transactions by payment categories so you can see what the payments were for. To acces...
Thu, 11 Jul, 2019 at 2:51 PM
To export a report, Click on Reports > Select the report that you would like to export Click on the Export button Select the file type you wish to e...
Thu, 11 Jul, 2019 at 2:52 PM
You have the option to automatically receive the Transaction and/or Settlement Report in your email on a daily, weekly, or monthly basis. To set up an...
Thu, 11 Jul, 2019 at 2:52 PM
The Export Wizard allows you to filter and format the report prior to exporting. To access the Export Wizard: Click on Reports > Select the report ...
Thu, 11 Jul, 2019 at 2:53 PM