Payment Transaction Reports

Payment transaction reports are summaries or detailed reports that outline financial activities within a specific period. These reports typically include details about transactions. They offer insights into financial inflows and outflows, providing information on amounts, dates, parties involved, transaction IDs, and often categorizing transactions for accounting purposes. These reports are crucial for financial record-keeping, reconciliation, analysis, and compliance purposes.

Getting Started:

Users must log in to the system to access the Reports feature. Once logged in, users can navigate to the reports feature by clicking the Reports/Payment Transaction Reports option in the main navigation menu.

This feature is managed by permissions and the user must be associated with a group that allows the user to access this option. To get more information about groups and how to associate it with a role type that has this permission, click here.

\uD83D\uDCD8 Instructions

From

Select the start date that should be considered in the report.

Start Time

Select the start time that should be considered in the report.

To

Select the end date that should be considered in the report.

End Time

Select the end time that should be considered in the report.

After selecting the parameters of the data that should be considered in the report, click on the Get Reports button.

Then two buttons will appear:

Download as PDF
Download as an Excel File

Using the DOWNLOAD AS PDF button, we can download PDF reports, and using the DOWNLOAD AS EXCEL FILE button, we can download Excel reports.