How to run overall financial reporting for reconciling transactions?
The financial reporting area allows you to view your revenue across multiple modules.
- Click Dashboard
- Click Financial Reporting in left-side menu
- Pick your date range - a full year or even just a single day if you want to reconcile transactions for one day
- Click the checkboxes for the applicable module(s) to retrieve information from
- Select Export CSV option to generate the spreadsheet.
- If you check the box 'Export with Extended Invoice Item Detail' you will see expanded payment information.
- We suggest you try to run the report with the Export with Extended Invoice Item Detail' box checked and unchecked. Your reconciliation process may prefer one download style over the other.
- Use the PayMethod column to filter on the payment type e.g. Credit Card vs Wire Transfer.
- BE PATIENT - if you are selecting a large range, the download may take some time to generate.
How do I download Financial Reports?
Click Dashboard Click your Attendee Module Click Reports button Click the Financials tab There are a variety of financial reports available. Click the Go button beside the report you wish to run. This will download an excel type file to your ...
Downloading and saving email reports
How to Download? You may download any system information into an excel file. Note: there are different reports under each different tab heading. Depending on the module(s) you have available, there are many standard downloads available such as: ...
How to download a financial report for Exhibitor Registrations?
Click Dashboard Click Exhibitor module Click Reports button Under the Financials tab, there are several different reports available to select from Click the Go button beside the applicable report to download an excel report
What does the Exhibitor Financial Breakdown Show?
Click Dashboard Click Exhibitor Module Note: The Overview screen will display with two graphics showing a summary of Registration and Financials. Financial Breakdown Total Revenue for all invoice items inside the circle Using your mouse, hover the ...
Disclosure forms and other types of forms - creating, reporting etc.
How do I create a disclosure form or another type of related form submission? The 'Conference Form' feature allows you to create supplemental forms which are connected to either conference submissions (abstracts/presentations) or to the conference ...