Payment Report
The Payment Report module is used to view and analyze payment transactions recorded in the system. Users can generate payment reports based on the selected search criteria and review details such as payment name, amount, reference, approval status, payment type, ledger, business day, date, and description.The report can also be exported to Excel for further analysis and record keeping.
Steps
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1
Go to Home → Accounts
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2
Navigate to Reports → Payment Report.
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3
The Payment Report page opens with the Filter Data section.
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4
Select the required Search Type from the dropdown.
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5
Choose the required report criteria based on the selected search type.
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6
Click Generate Report.
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7
The system displays the payment transactions matching the selected criteria.
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8
Review the displayed payment information
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9
Use the Reset button to clear the selected filters and start a new search.
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10
Click Export to Excel to download the generated payment report in Excel format.
Screenshots
Frequently asked questions
Yes. The report provides payment details such as amount, payment type, status, ledger, and date, which can be used for reviewing and verifying payment transactions.