FAQs

Q: What reports should I run monthly for financials?

A:

  1. Accounts Receivable
    1. Will give list of members that owe money
  2. Sales Analysis
    1. Will give totals for sales made during date range
    2. Will give Sales Tax totals
    3. Will not give moneys collected during this time
  3. Payment Analysis
    1. Will give totals of payments made to Member Accounts and invoices during date range
  4. Payment Summary
    1. Will give totals of all moneys received during a date range
    2. Total will equal the Sales and Payment Analysis totals for same date range

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