Reports

All reports can be exported to CSV or Tab Delimited format. Additional file formats such as QuickBooks are available in the Transaction reports module.

Transaction Report
The Transaction Report shows you all individual transactions. To access the Transaction report, simply go to Reports > Transactions ...
Thu, Nov 5, 2015 at 10:40 AM
Deposit Report
The Deposit report shows you details of deposits that go into your bank account. To access the Deposit report, simply go to Reports &...
Fri, Nov 6, 2015 at 3:32 PM
AutoPayments Report
The auto-payments report shows you which customers have setup recurring payments on their own payment cycle.  This report is a great indicator of your ca...
Thu, Nov 5, 2015 at 10:37 AM
Payment Categories Report
The Payment Categories Report enables you to view all individual transactions by payment categories  To access the payment categories report, simply...
Thu, Nov 5, 2015 at 10:43 AM
Outbound Report
The Outbound Payments report enables you to view outbound vendor payments that have been made. To access the Outbound report, simply go to Reports &...
Thu, Nov 5, 2015 at 10:54 AM
Export Reports
To export a report, Click on Reports > Select the report that you would like to export Click on the Export button  Select fields ...
Mon, Nov 9, 2015 at 2:51 PM
Video Tutorial: Viewing and Managing Reports
Thu, Nov 5, 2015 at 2:10 PM
Automated Reports
You have the option to automatically receive the Transaction and/or Deposit Report in your email on a daily, weekly, or monthly basis.  To set up an Au...
Tue, Jul 25, 2017 at 9:43 AM