Payment Reconciliation Report

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The Payment Reconciliation Report is a high-level report which shows the amount collected broken out into different payment types.

  1.  Navigate to ReportsDaily Activity Reports >Payment Reconciliation Report
DEMO - Karina's Hostel - Payment Reconciliation Report - Google Chrome

2.    When opening up the report you can filter by:

  • Date Range
  • Users
  • Use the toggle to choose if you want to separate the report by user or not

Click to Apply the filters

DEMO - Karina's Hostel - Payment Reconciliation Report - Google Chrome

3.     The report shows the necessary fields:

  • User Name
  • Category (payment method / custom payment method)
  • Amount

The report shows the total amount of payments collected during the date range selected, compiled by payment type.

The payment methods are clickable and will take you to a transaction report with the detailed list of payments that compose that total.

4.    You may also email or export report to pdf/excel

Have more questions? Contact Support

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