You can review and report on your total month’s postings in the Cashbook Report, including a total batch summary.
Total Batch Summary Report
- Go to ‘Money’ section
- Click on ‘Cashbook Report’
- You will see a tab header titled ‘Batches’, this will display the total batches posted during a selected time period, click 'Start' and 'End' dates for the period you want to report on
- You can select the bank account by clicking the ‘Accounts’ drop down menu
- To export your summary to CSV file click ‘Export to CSV’
- To print your summary to PDF, click ‘Print to PDF’
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