Reports

Transaction Report
The Transaction Report shows you all individual transactions. To access the Transaction report, simply go to Reports > Transactions On this repor...
Wed, 12 Dec, 2018 at 4:12 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, 3 Jul, 2018 at 2:39 PM
AutoPayments Report
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 a...
Tue, 3 Jul, 2018 at 2:40 PM
Payment Categories Report
The Payment Categories Report enables you to view all individual transactions by payment categories so you can see what the payments were for. To access...
Tue, 3 Jul, 2018 at 2:41 PM
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 ex...
Tue, 3 Jul, 2018 at 2:41 PM
Automated Reports/Report History
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 ...
Wed, 12 Dec, 2018 at 4:35 PM
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 ...
Tue, 3 Jul, 2018 at 2:43 PM
Transaction Report Color Code
Tue, 3 Jul, 2018 at 2:43 PM