Detailed Monthly Transaction Report
complete
B
Bobbi Jo Murphy
I need a detailed monthly transaction report that includes columns for Date, Sales, Gratuity, Sales Taxes, Total Sales, Total Paid, and Flashquotes Fees, with totals for each column. Currently, I have to manually compile this data from individual invoices and the payment report, which is time-consuming as my client's business grows. It would be beneficial to have a consolidated report that automatically gathers this information.
Daniel Rediger
updated the status to
complete
You can now export invoice details as well as payment details to better support accounting and data analysis. View "Invoices" and "Payments" under the "Finance" section in the navigation.
J
Jenna Jackley
Daniel Rediger Love this feature! Thank you!