Knowledge Base

Financial Reporting


Frequently Asked Questions

#1 How to run overall financial reporting for reconciling transactions?

The financial reporting area allows you to view your revenue across multiple modules.

  1. Click Dashboard
  2. Click Financial Reporting in left-side menu
  3. Pick your date range - a full year or even just a single day if you want to reconcile transactions for one day
  4. Choose the module(s) to retrieve records for
  5. Select Export CSV option to generate the spreadsheet.

NOTE:
There is 1 more option you may want to utilize.
If you check the box 'Export with Extended Invoice Item Detail' you will see expanded payment information.

We suggest you try to run the report with that box checked and unchecked.
Your reconciliation process may prefer one download style over the other.

X-CD Technologies (pronounced "Exceed"!) has been supporting the association and conference industry since 1995. All of our software modules are proprietary and developed in-house which gives us the flexibility to make customized changes to meet all of our clients unique needs.

We have offices in both San Francisco and Toronto and a network of conference management organizations and suppliers worldwide that can help and serve your needs wherever your next conference venue is located.

Our clients include both small and large associations and conferences and events range from as small as 100 to 5,000 attendees. Our client base includes universities, corporations, associations, private companies, conference management groups and government.

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