The Payment Reconciliation Report is a high-level report which shows the amount collected broken out into different payment types.
- Navigate to Reports > Daily Activity Reports >Payment Reconciliation Report
2. When opening up the report you can filter by:
- Date Range
- Use the toggle to choose if you want to separate the report by user or not
Click to Apply the filters
3. The report shows the necessary fields:
- User Name
- Category (payment method / custom payment method)
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