Cash Receipts by Employee

This Help File Page was last Modified on 03/25/2017

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Cash Receipts by Employee

This Help File Page was last Modified on 03/25/2017

The Cash Receipts by Employee Report lists the Employee who Posted the Receipts , and for that Employee each Receipt ID, Subscriber, Date Paid, Check #, Batch #, Amount paid, and any amount remaining that has not been allocated.

The Cash Receipts by Employee Report allows the User to specify which Receipts are to be listed based on which Employee Posted the Receipts, the actual Date the Receipt was Entered, or the Paid Date selected for those Receipt entries, Posted within a specified Date Range.

There are two ways to access the Cash Receipts by Employee dialog:

a)From the Backstage Menu System Select Reports and Choose Receivable Reports.

b)From the Quick Access Menu, Select Reports and Choose Receivable Reports.

Then, Select the Cash Receipts by Employee option.

 

Cash Receipts by Employee Report tabs - There are three tabs on the Cash Receipts by Employee report dialog.

Options - Initially only the Options tab is shown (until you make your Options selections and Select Print).

 

HelpFilesCashReceiptsByEmployeeOptions

 Cash Receipts By Employee - Options tab

 

Employees - Identify which Employee(s) who Posted Receipts are to be included in the report.

All - Click this button to include every Employee who Posted Receipts within the Date Range specified below and based on the specified type of Date selected.

Specific - Click this button to include only the specifically identified Employee(s) who Posted Receipts within the Date Range specified below and based on the specified type of Date selected.

 

HelpFilesCashReceiptsByEmployeeSpecificEmployeeOpion

Employee - Specific Selection field

 

oClick the Ellipse HelpFilesEllipseButton button on the right of the Specific field to open the Select Employee dialog.

 

HelpFilesSelectEmployeeForm

Select Employees dialog

 

oCheck the appropriate Employee Name(s) in the Select Employee dialog.

oClick OK.

oThe Selected Employee's Employee IDs will be inserted in the Specific field automatically, each shown in Quotes and separated by commas.

 

HelpFilesCashReceiptsByEmployeeSpecificEmployeesSelected

 

Based On - Specify whether the Date Range is based on the Date assigned to the Receipt when it was Entered, or the Computer's Date when the Receipt was actually Posted.

Date Entered - This is the Actual Date that each Receipt was Posted (the date on the computer, not the Date selected in the Drop-Down Calendar/Date Entry field provided on the Receipts Form).

a)Click on the Date field and type the desired Date using a MM/DD/YYYY format; or

b)Use the Drop-Down Calendar/Date Entry field provided to Choose the desired Date

Date Paid - This is Date selected in the Drop-Down Calendar/Date Entry field provided on the Receipts Form which defaults toToday but can be changed by the User, if appropriate.

 

Date Range - Select the appropriate Date Range to be reported - based on the type of Date criteria selected above, and the Employee(s) who were chosen.

Today - Click this button to include only those Receipts from Today.

This Week - Click this button to include only those Receipts from This Week.

This Month - Click this button to include only those Receipts from This Month.

Specific - Click this button to include only those Receipts within the Date Range specified.

 

HelpFilesCashReceiptsByEmployeeSpecificDatesOption

 

oUse the Drop-Down Calendar/Date Entry fields provided to Choose the required Date Range.

 

Print - Click the Print button HelpFilesPrintButton to Preview and optionally Print this Cash Receipts by Employee Report.

To Exit this Report dialog, Click the Close button HelpFilesReportDialogCloseButton toward the bottom of the Options tab.

 

 

Preview - The Preview tab presents the report which resulted from the Options you've selected.

 

HelpFilesCashReceiptsByEmployeePreviewDatePaid

Cash Receipts by Employee - Preview - Header showing Based on Date Paid

 

Up Arrow/Down Arrow - hi - Moves the report one line up, or one line down, respectively.

Page Up/Page Down - Moves the report to the previous or next page, respectively.

 

HelpFilesCashReceiptsByEmployeePreview

Cash Receipts by Employee - Preview tab

Header showing selected Date Range (Based on Date Entered), Specific Employees

 

Home - HelpFilesHomeKey- Using either the screen Icon or your Keyboard's Home key, moves the report to the top of the first page.

End - HelpFilesEndKey- Using either the screen Icon or your Keyboard's End key, moves the report to the bottom of the last page.

Arrows - The arrows allow you to move back and forth, from page to page.

Number - Indicates the page number you are viewing.

You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately.

If you enter an invalid page number, it will be ignored.

Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen.

Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view).

Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen.

Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage.

 

HelpFilesPercentageOfViewAdjuster

When you Click the Zoom To Percentage button, the Percentage selector will be displayed.

You may then Click the Up  or Down arrow to set the exact amount of Zoom you want.

Print - Click the Print button to Print HelpFilesPrintIconthe displayed Cash Receipts by Employee Report.

Email - Click the Email button HelpFilesEmailButtonto send the Report to an Email Address of your choosing.

To Exit the Preview tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Preview tab.

.

Data View - This view provides a tabular (spreadsheet style) presentation of the selected data.

 

HelpFilesCashReceiptsByEmployeeDataView

Cash Receipts by Employee - Data View tab

 

Arrows - Click the arrows to move through the record.

Export - Exporting the data from this Data View tab (note the "fly-over" help available on these buttons):

Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format.

Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format.

Export To Html - Click the third button after the arrows to export the data to an HTML formatted file.

To Exit the Data View tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Data View tab.