To meet the needs of agencies that use multiple modules and offices, financial reports are getting a facelift. Over the next few months, new versions of the financial reports will become available. Before beginning a new report installation, an email will be sent to all agencies explaining the changes. However, there may be lag time between email and installation because the epermitting team must individually change report settings in each agency.
The following daily balancing reports will have versions that allow the user to run the report for all, one, or several modules or offices. In some cases the reports may be run by payment method and cashier too. The heading on these reports has changed as well – the agency contact information has been replaced with the name, phone, and email for the user running the report.
There are also some new, or modified, special use financial reports:
Fees by Account
The financial transaction reports will also be changed. Each of these reports, except the Set Receipt, will have contact information in the header that matches the record’s module or in the case of POS transactions the module that was used when the POS transaction was completed. When applicable the header also includes the office.
Invoice and Grouped Invoice
Some of the financial reports used to pay others will be modified as well:
May Training Opportunity: Changing Financial Reports
Please be aware that this content is relevant at the time it is published, but as time goes on may become out-of-date. We will do our best to keep the content alive and relevant.
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