The Financial Summaries report is an invaluable tool for credit control. It provides several filtering options to help you manage and monitor your financial data effectively.
This report enables you to quickly see on-screen how much money has been received and identify any outstanding amounts that need to be addressed.
Filtering Options
Search Bar: Filter by contact.
Date Range Filter: Specify the period you want to review.
Calendar Key: Use the calendar key for additional filtering.
Dropdown Options
You can refine your search using the dropdown menu, which allows you to search by:
- Booking date
- Services due date
- Bookings containing deductions
- Services by due date
Additional Features
Outstanding Amounts: A checkbox to filter bookings with outstanding amounts.
Export current search: Click this to export the report as a CSV file. This will arrive by email within a few minutes.