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Overview The Income Summary Report provides a summary of income for each payment type for a given period of time...
August 23rd, 2021 1315 views 0 likes
Overview Useful to see a summary of income in a given time period through budget groups for each payment type....
August 23rd, 2021 1369 views 0 likes
Overview Daily breakdown of activities and payments processed within selected date range, categorized by payment type. Includes employee name if...
August 23rd, 2021 1263 views 0 likes
Overview This report provides a summary of transaction income by budget groups for the various payment types for selected period...
August 23rd, 2021 920 views 1 likes
Overview General summary of total income for each budget group for a selected period of time by transaction date, can...
August 23rd, 2021 923 views 0 likes
Overview Use this report to list disbursements by payment type for each budget group for selected period of time by...
August 23rd, 2021 863 views 0 likes
Overview This report lists totals for items from each budget group for a selected period of time by transaction date....
August 23rd, 2021 970 views 0 likes
Overview Useful to see any adjustments to invoices for selected time period by either adjustment date or invoice date. Includes...
August 23rd, 2021 833 views 0 likes
Overview Sales Reports are based upon invoice date Sales reports are different from income reports because they include registrations or...
August 24th, 2021 1289 views 0 likes
From the Invoices link in the Quick Utilities box you can access Open/Paid Invoices Set the Start Date and End Date...
August 24th, 2021 1321 views 0 likes
MyRec.com has the ability to export financial data to Munis. This is done through a series of steps in the...
June 28th, 2021 2664 views 1 likes
The Overpaid Invoice Report is useful to see transactions where at least part of the payment was not applied to...
November 10th, 2022 709 views 0 likes
The Cancellation Report will provide information for cancellations. This includes the household name and link, the invoice number and link,...
November 17th, 2022 648 views 0 likes
The Income Totals by User report shows Management side users and their revenue totals by payment type. There is a date...
June 15th, 2023 394 views 0 likes
Scholarship/Aid/Grant Payment Refunds If an invoice was processed with these payment types, and the purchase needs to be canceled or...
May 8th, 2023 805 views 0 likes
Deposit (Hold) is a payment type that can be available to customers only if selected in your payment options. If...
July 14th, 2023 802 views 0 likes
Report appearance can be changed by rearranging where columns are located within the report. This video demonstrates the simple process...
April 16th, 2024 515 views 0 likes
For departments who are using Fortis with the Zeamster gateway, you will use the Batch Report in the Financial Reports...
August 16th, 2024 270 views 0 likes
For departments who are using Fortis with the Zeamster gateway, you will use the Transaction Report in the Financial Reports...
September 11th, 2024 438 views 0 likes
Navigate to the Reports menu on the leftside navigation bar Click Finance Reports At the bottom, in the Disbursements Report...
August 26th, 2025 21 views 0 likes