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Reports

Payment History

Within Payment History, you can view a list of the payments made to accounts as well as some additional information. 

Viewing the Payment Information

1.     Click the Accounting menu.

2.     In the Navigation pane, click Reports > Payment History.

3.     Depending on the amount of payments entered into the system, the list may or may not immediately populate. There are two ways to populate the list:

·         Within the search box, type any part of the payment history and then click the magnifying glass.

·         Click the Show All button.

4.   The list displays either the search results or the entire list. The information displayed the complete payments details.

5.   Within the Views pane, are several alternate view selections, each selection organizes or groups the payments differently, based on a common character tic.  The following options are available:

·         Simple View – this is the default view and displays the payments made in order of received date

·         Net Payment – sorts the list based on the net payment amount

·         User Name – sorts the list based on the user that entered the payment into the system

·         Amount Submitted – sorts the list based on the total amount submitted before change is given

·         Payment Location, Method, or Type – sorts the list based on either the location, method or type of payment

·         Received Date – sorts the list based on the date the payment is received

·         Subscriber – sorts the list based on the subscriber associated to the account

·         Fiscal Year – sorts the list based on fiscal year

6.   To change the view, click the option button next to the selection.  If available, click the plus sign (+) next to the group to view the individual records.

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Exporting Payment History

1.     Click the Accounting menu.

2.     In the Navigation pane, click Reports > Payment History.

3.     Depending on the amount of payments entered into the system, the list may or may not immediately populate. if There are two ways to populate the list:

·         Within the search box, type the any part of the payment history and then click the magnifying glass.

·         Click the Show All button.

4.   The list displays either the search results or the entire list.

5.   On the toolbar at the top of the screen, click the drop-down arrow next to Export. There are eight options to choose from:

·         Excel (All Levels) – exports all records to an Excel spreadsheet. If you have several account numbers in your database, this procedure can take some time.

·         Excel (Top Level Only) – exports only the top level of information.

·         Excel (Expanded Levels Only) – exports the full detail for the expanded records to an Excel spreadsheet. The un-expanded records are in the file as a top level and you only see the summary line.

·         Excel (Multiple Files) – exports each bill into a separate file.

·         PDF (All Levels) – exports all records to a PDF file. If you have several account numbers in your database, this procedure can take some time.

·         PDF (Top Level Only) – exports only the top level of information.

·         PDF (Expanded Levels Only) – exports the expanded records full detail to a PDF file. The un-expanded records are in the file as a top level, and you only see the summary line.

·         Tab Delimited Text (Top Level Only) – exports the top level information into a tab delimited text file.

6.   The file opens allowing you to save or modify the file in the appropriate program. 

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