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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).
menu-reports-std-reports

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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