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How To Articles
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- How to Use the Student Check-in Screen
- How to Create a Student Check-in Screen Shortcut (Chrome)
- How to Use Mass Check-In
- Tip: How Do I Print PINs for Student Attendance Check In?
- Tip: How to Use a Kindle Fire Tablet for the Student Check In Screen
- Best Practice: How to Create an Employee Account for Attendance
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How To Videos
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- Video: Intro Billing Training
- Video: How to Set Up the Inventory
- Video: The Payments Dashboard
- Video: The Billing Dashboard
- Video: Vault Invite
- Video: Adding a Vault Item
- Video: Creating an Invoice
- Video: Invoicing Dashboard
- Video: Invoice Details
- Video: How to Refund a Transaction
- Video: Switch from Classic Billing to New Finances Orientation
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Getting Started
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FAQs / Best Practices
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- Best Practice: How to Create an Employee Account for Attendance
- Best Practice: How to Add Revenue Streams
- Tip: How to Remove Unpaid, Inactive Recurring Billings
- Tip: How Do I Print PINs for Student Attendance Check In?
- Tip: How to Delete a Program or Rank with Students Attached
- Tip: Use Programs to Track Employee Time
- Tip: How to Use a Kindle Fire Tablet for the Student Check In Screen
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2023 Finances Uplift
This article covers the new, uplifted finances, which is currently only available to select customers.
The new Finances uplift provides you with reports to better help you review and manage your finances. Read on to find out how to find, filter, and export finances reports.
How to review and export reports
Reports are now collected on the Reports tab, making them easy to find and use. Click the Finances icon on the left panel, and then click the Reports tab.
From the drop-down list just under the tabs (near the top left), you can select from the following reports:
- Transaction Details: This report shows payments between a start and end date. The report shows the status (Approved, Failed, Refunded, or Voided for credit card payments; Settled, Pending, Failed, or Refunded for ACH payments). You can select the Start Date and End Date from the date pickers; you can also deselect or select the payment type and status check boxes. Click the Filter button to run the report; click the Export button to download the report as a .csv file.
- Merchant Account Payments: This report shows the total amount of payments per day that you have processed. You can see how much of different payment types has been processed; you can also see how much has been paid in service fees. You can select the Start Date and End Date from the date pickers. Click the Filter button to run the report; click the Export button to download the report as a .csv file. The data for this report refreshes overnight.
- Collected Tax: This report show how much tax you collected on each day. You can select the Start Date and End Date from the date pickers. Click the Filter button to run the report; click the Export button to download the report as a .csv file.
- Projected Revenue: This report shows how much revenue you likely will make based on how much revenue was collected in the past. Click the Export button to download the report as a .csv file. The data for this report refreshes overnight.
- Daily Collected Revenue: This report shows the total amount collected by Revenue Stream and by time frame (Daily Amount, Monthly Amount, Yearly Amount, and Total Amount). You can select the Start Date and End Date from the date pickers. Click the Filter button to run the report; click the Export button to download the report as a .csv file. The data for this report refreshes overnight.
- Monthly Collected Revenue: This report shows how much money you have collected per month by Revenue Stream. For example, you can see how much you’ve collected per month for the Membership reason. (Hint: This is why it’s important to add Revenue Streams in Finance settings and to select a Revenue Stream for each invoice and recurring billing.) Click the Export button to download the report as a .csv file.
- Applied Credits: This report shows how much money you have credited on invoices. You can select the Start Date and End Date from the date pickers. Click the Filter button to run the report; click the Export button to download the report as a .csv file.
- Provider Transactions: This report show the transactions from the merchant provider to help you reconcile payments. Depending on which merchant provider you have, the report screen may look different because the information is provided directly from the merchant provider. You can select the Start Date and End Date from the date pickers. Click the Filter button to run the report; click the Export button to download the report as a .csv file.