Knowledge Base

#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.