Print the Monthly Report

Note: A monthly report requires collection records.

Step One: Create Collection Records

There are two ways to complete this.

Way One: Export Report

From the main menu, click on [Reports].

Click on [Export Report].

Fill out the teal box accordingly; visit the Export Report page for assistance.

When prompted with "Create ledger entries for this report?" click yes.

Way Two: Create Collection Records

From the main menu, click on [Ledger].

Click on [Create Collection Records].

Fill out the teal box accordingly; visit the Dates and Tax Type page for assistance.

Click [OK].

Step Two: Print Monthly Report

From the main menu, go to [Ledger].

Click on [Monthly Report], and fill in the information accordingly.

Once generated, click on "Print" in the top left of the screen.

Print the report.