In a recent software update we've added capabilities to the reports to help you track fees charged to your members. Read on to learn how these fees are tracked and summarized in the Past Deliveries ($) Report and Deposits Received Report.
Past Deliveries ($) Report
We have added a row to this report to track your revenue from fuel cost fees. Fuel cost fees are added to each member's delivery and may be edited under the Advanced tab of the location editor.
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Past Deliveries ($) Report
We have added a row to this report to track your revenue from fuel cost fees. Fuel cost fees are added to each member's delivery and may be edited under the Advanced tab of the location editor.
Click "Read More" to read the rest of this tip.
PLEASE NOTE: The “Total” line INCLUDES fuel cost fees.
Deposits Received Report
You can now generate a Deposits Received Report by Payment Type: Fee.
Deposits Received Report
You can now generate a Deposits Received Report by Payment Type: Fee.
This will generate a summary of the "Fee" payments added under the Payment tab of member files during a specified period of time.
You may choose to generate the report as a CSV file (which may be opened in a spreadsheet program such as MS Excel):
You may choose to generate the report as a CSV file (which may be opened in a spreadsheet program such as MS Excel):
or a PDF file:
PLEASE NOTE that this includes ANY Fee listed under the Payment tab of a member’s account, regardless of whether or not that fee has been paid.