Creating a Payment Details Report

The payment details report provides a summary of paid duty event billing broken down by:

  • Reference number
  • Status
  • Client
  • Payment type
  • Total cost by resource type
  • Fees, taxes, and any variances

To generate a payment details report:

  1. Login to the application and select the "Reports" button on the main toolbar

    Main menu with the reports tab highlighted
  2. Select "Payment Details Report" from the reports menu at the left of the page.

  3. Enter a date range for the payments received

  4. Enter a date range for the events to be included (It is possible to produce an empty report in these two ranges if they do not contain any overlapping events)
  5. Select the “Generate” button

A report will be provided in .csv format which can be opened in Excel.