How to run Location Payment Summary Report

Overview

The Location Payment Summary Report provides a summary of payments received at a specific location for a selected date.

You can use this report to review payment totals by payment method and export the results for reconciliation or record-keeping.

Run the report

1. Click Report in the top navigation bar, then select any from the available report option to open the Reports page. The Location Payment Summary option is not visible in the Reports dropdown menu.

2. Under Payment, select Location Payment Summary.

3. Select the required Location, accounting method, and date.
 

4. Click Run Report.

5. Review the report results.

6. If required, export the report by selecting either:

• Export to PDF
• Export to Excel

Once the report has been generated, you can review the payment totals on screen or export the results for reconciliation and record keeping

If you have any questions, please click the yellow Help button at the bottom left and chat to us. We are more than happy to help!