Reports

Transaction Report
The Transaction Report shows you all individual transactions. To access the Transaction report, simply go to Reports > Transactions
Wed, Nov 4, 2015 at 5:08 PM
Settlement Report
The Settlement Report shows you details of deposits that go into your bank account. To access the Settlement Report, simply go to Reports > Settlemen...
Tue, May 15, 2018 at 10:42 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 cash...
Tue, May 15, 2018 at 10:45 PM
Payment by Categories Report
The Payment by Categories Report enables you to view all individual transactions by payment categories  To access the payment by categories report, simp...
Wed, May 16, 2018 at 7:58 AM
Outbounds 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 > ...
Wed, May 16, 2018 at 8:01 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 the file type you wish to e...
Wed, May 16, 2018 at 8:53 AM
Export Wizard
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 ...
Wed, May 16, 2018 at 8:55 AM