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Create report to reconcile money collected this semester

  • June 26, 2023
  • 2 replies
  • 44 views

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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!

Best answer by Hannah Bailey

@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. 

 

 

 

2 replies

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

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

 


Hannah Bailey
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  • iiQ Community Manager
  • Answer
  • July 10, 2023

@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.