Note: A monthly report requires collection records.

To learn more about collection records and monthly reports, visit the Ledger Menu.

There are two ways to complete this.

1. From the main menu, click on [Reports].
2. Click on [Export Report].
3. Fill out the teal box accordingly; visit the Export Report page for assistance.
4. When prompted with "Create ledger entries for this report?" click yes.

1. From the main menu, click on [Ledger].
2. Click on [Create Collection Records].
3. Fill out the teal box accordingly; visit the Dates and Tax Type page for assistance.
4. Click [OK].

1. From the main menu, go to [Ledger].
2. Click on [Monthly Report], and fill in the information accordingly.
3. Once generated, click on "Print" in the top left of the screen.
4. Print the report.