Agents Finance Receipts these take the payment receipts and allocations that are recorded on each individual agent’s card here:
We will look at a video showing how to use the report but first we will look at the search section:
- Agent – the default is for all agents’ payments to appear but you can search by an individual agent as well.
- Currency – all currency payments will show by default but you can search for payments in selected currencies.
- Date From and To – search range
- Unallocated – if you want to see only those receipts that haven’t been allocated tick this box.
- Exclude Reversal – if an item was booked and then cancelled they will both show in search results. To remove them from results tick this box.
- Locations – are your school’s locations. If you have different offices receiving payments you can select which to look at.
- Type – search by payment received type.
All of these search items can be combined when searching. Here is a short video showing you how to call up the report.