Skip to main content
Sign in Submit a Ticket

How can we help?

Guest Portal Payments report

Overview

The Cash Transaction Report is an interactive Financial Revenue report, that can be customised to show all Guest Portal payments.

Please Note! RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.

 

Guide

In the side menu of RMS, go to Reports > Accounting > Cash Transactions.

  1. Select the Date.
  2. Select the checkbox Show Detailed Transactions (Optional).
  3. Select User as Guest Portal.
  4. Select Build.
    Annotated screenshot of the Cash Transaction report options in RMS with the User filter set to Client Portal and Show Detailed Transactions enabled, with the Build button highlighted

Tip! Use the Scheduled Reports feature to set this report to automatically send to Users.

 

 

Related to:

We're always improving our Help Centre. Share your feedback with us...

Was this article helpful?
0 out of 1 found this helpful

We're sorry to hear this article was not helpful, please let us know why here, so we can make it better.

Thanks for the positive feedback! We'd love to hear more, let us know here.

Return to top

Comments

0 comments

Please sign in to leave a comment.

Contact us