List of reports available in the Accounting application
Various reports are available in the Accounting application. These reports allow you to export the results of a search (or all of the results) as an easy-to-use Excel or PDF file.
To create a report, simply click on the Export button and then find the file in the application’s Reporting submenu.
Generating a report may take several minutes depending on how much information the file contains. For your convenience, an email will automatically be sent to you when the report is ready.
To create a report, simply click on the Export button and then find the file in the application’s Reporting submenu.
Generating a report may take several minutes depending on how much information the file contains. For your convenience, an email will automatically be sent to you when the report is ready.
Reports in the Accounting application
Report name | Description | Where to generate the report |
---|---|---|
Deposit slip | Export information about check payments. | On a consolidation record page, above the donor list. |
Accounts receivable | Export information about accounts receivable. | On the "Reports" page, click on the sub-menu "Accounts receivable report". |
Sales by accounting items | Export sales by accounting items list. | On the "Reports" page, click on the sub-menu "Sales by accounting items". |
Consolidation | Export a consolidation period. | On the "Consolidation" page, select a consolidated period and export. |
General log | Export general log entries. | On the general log page, click on "Export". |
Invoices | Export invoices. | To be determined. |