Points Financial Summary report with information of:
- All transactions
- Point of Sale transactions
- Online transactions
- Allocation Transactions
Use for accounting/auditing processes
Quick Process
- {Directory} --> [Accounts] --> [Accounts Reports]
- Financial Summarry Report --> Enter Date Range
- Select Include All or
- Select Approved Only
- Select [Create Excel] --> [Download]
- Open file
- Review report
Step-by-Step Process
1. {Directory} --> [Accounts] --> [Accounts Reports]
2 & 3. Points Balance Report --> Enter Date Range & Select [Create CSV] --> [Download]
- Select Include All or
- Select Approved Only
4 & 5. Open file & Review report
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