Receipt Register
A Receipt Register prints receipts, receipt distributions, and displays in function such as: category, distribution, description, and customer hash total. It will print the total money received by category, distribution, and user.
In this Topic Hide
Learn how to use the payment register and receipt register (10m05s). See examples of printing, saving as PDF, and exporting to spreadsheet. (version 2018.08 or later)
Learn how the report shows each distribution and GL account combination; see how the drill-down capability works for each line; and how to filter the report by payment type. Watch a video (1m27s)
1. Open Connect Cash Receipting > Payments > Receipt Register.
2. Select a Definition.
3. Set up the Report Dates.
How do I change the report date range?
How do I change the date type?
4. Set up the section titled Users.
Filter the report by user.
Users
5. Set up the Additional Options.
You can also filter the report by category and workspace.
Categories
Filter the report by category.
Additional Options - Selecting categories
Workspaces
Filter the report by workspace.
Additional Options - Selecting workspaces
6. Set up the Selection Criteria, Report Order, and Report Actions.
How do I set up the Selection Criteria?
How do I set up the Report Order?
7. Click Print (CTRL+P).
Can I save a report as an Excel, PDF, RTF, or TXT file?
How do I attach a report to an email?
How do I save a report as a PDF?
Updated 03May2018
The report prints.
2018Jun28
A is Alert Message. The column shows Y for yes, when there's an alert message on the transaction.
R is Receipt Printed. The column shows Y for yes, when the receipt has been printed.
D is Distribution. This column shows Y for yes, when the distribution (payment) has been updated to Business License.
G is General Ledger. This column shows Y for yes, when the transaction has been updated to the General Ledger.
V is Void Receipt. This column shows Y for yes, when the transaction is void.
2018Jun28