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I am making my deposit and I don’t have a report from IIQ to show how much money I’ve collected this semester (January to June) so I can balance my books for accountability. How can I create a custom date report to show this information? What if I am missing a receipt from a paid charge and I don’t know it? HELP!

@DRimpa 14076eb ojaiusd Thank you for submitting your question. 😄

Are you collecting fees via Fee Tracker? If so, you can export all transactions: 

 


@DRimpa 14076eb ojaiusd 

You can also create custom views to help with this. 

There are multiple different filters that you can apply with Fee Tracker. You can filter based on the balance or past due amounts. I hope this helps. 

 

 

 


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