What report displays my cash collections for the year?
- 15 Dec 2023
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What report displays my cash collections for the year?
- Updated on 15 Dec 2023
- 1 Minute to read
- Print
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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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