Creating the Accounting Report/File

The Accounting Report/File provides statistics about the transactions you have created and sent through the application.

Note: To see ALL records, leave ALL fields blank. For more information on entering criteria, see the Search and Field Entry Tips.

To create the Accounting Report/File

1. Choose Administration | Accounting Report.

2. Enter the date for which to create the report/file. You may enter a single date or use the date range options in the Search and Field Entry Tips.

3. Click the appropriate Create option (Report, File, or Report and File).

4. If you are creating a file, click Save. Navigate to the download location, change the name if necessary, and click Save. Click Close.