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jjfad77
Level 1

can i see a report of the credit card/bank transfer fees I was charged?

I would like to see the exact charges for credit card & bank payments, including the corresponding transactions
1 Comment 1
jamesjdt
Moderator

can i see a report of the credit card/bank transfer fees I was charged?

Hi jjfad77,

 

Yes, you can generate a report that tracks credit card and bank transfer fees directly. You can do this through the Chart of Accounts or by using the Reports section.

 

To run a report using the Chart of Accounts:

 

  1. From the left menu, select All Apps, and click Accounting > Chart of accounts.
  2. Locate the account that tracks the fees and select Run Report.
  3. Adjust the Report period and other filters by clicking the Customize button.

 

To filter the Transaction Detail by Account report:

 

  1. From the left menu, select Reports and click Standard reports.
  2. Search for Transaction Detail by Account.
  3. Click Customize and adjust the following filters:
    • Distribution account
    • equals
    • Choose the account that tracks the credit card/bank transfer fees.

 

These should display the accounts and transactions associated with the credit card/bank transfer fees.

 

Let us know if you need anything else or require further assistance.

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