This article will guide you through creating a report summarizing your accounts receivable.
Accessing Financial Reporting
1. Log in to your Member365 Administrator Dashboard.
2. On the top bar, click ‘Financial‘.
3. Click ‘Reports‘.
4. Click ‘A/R Aging‘.
Exporting an AR Report
5. Click ‘Export to Excel‘.
Congratulations, you have created a report summarizing your accounts receivable!