Financials Report

In this section, you can find reports on Accounts Receivable, Active Memberships and Service Contractors.  

To access Financials Report, go to Reports from the top menu>click Financials

Under Financials, a drop-down option will show its sub categories for the reports you want to see: 

  • Accounts Receivable – aging accounts of the customers for receivables 
  • Active Memberships – customers who have active and expired memberships 
  • Service Contractors – Active and expired service contracts for your customers

Accounts Receivable Report 

  • You can find in this report a summary of all aged accounts of a customer on a specific period: 
    • Customer
    • 0-30 days
    • 31-60 days 
    • 61-90 days 
    • 90+ days 
    • Total

Go to Reports Menu on the top>Click Financials>Click Accounts Receivable

Getting the Accounts Receivable Report: 

  • On the Period Ending Field, set the date 
  • Click Get Report 
  • You can see all the amounts that are receivable on each period.  
  • At the end of each row, is the total amount of each period.
  • On the last column, you can see the overall Total of all the accounts receivables for all aged accounts, all period. 
  • Click Export to Excel or Export to PDF to download the report to your computer. Either way, you can completely see the details on the report.  

Active Memberships Report 

  • You can find in this report the customers who have active and expired membership on a specific period: 
    • Customer
    • Type
    • Description
    • Start
    • End
    • Remaining Months 
    • Status

Go to Reports Menu on the top>Click Financials>Click Active Memberships

Getting the Active Memberships Report: 

  • Select the Status of the Membership Report you want to view 
    • You can Select All or select a specific status of the membership 
      • Active
      • Expired
    • Set the Start Date 
    • Set the Ending Date 
    • Click Get Report 
  • Click Export to Excel or Export to PDF to download the report to your computer. Either way, you can completely see the details on the report.  

Service Contractors Report 

This report will provide you with records of active and expired service contracts for your customers.

Go to Reports Menu on the top>Click Financials>Click Service Contractors

Getting the Service Contractors Report:

  • Select the Status of the Report you want to view 
    • You can Select All or select a specific status.
      • Active
      • Expired
    • Set the Start Date 
    • Set the Ending Date 
    • Click Get Report 
  • Click Export to Excel or Export to PDF to download the report to your computer. Either way, you can completely see the details on the report.  
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