What report displays my cash collections for the year?
  • 15 Dec 2023
  • 1 Minute to read

What report displays my cash collections for the year?


Article Summary

One quick report for Family Data and Accounting is the Total Summary – Primary Accounts Only.

Go to Reports > Standard Reports > Family Accounting > Charge/Credit Summary> Total Summary – Primary Accounts Only. This will display the Family Accounting transactions for the year (or whatever period you select).

Note: If you have the Agency Accounting module, there are additional reports for either a combined Agency and Family Data cash collection summary, or a seperate Agency collections only report. These are located in Reports > Standard Reports > Agency Accounting> Charge/Credit Summary.


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