Purpose: Financial statement of Care amounts paid.
Modules: Child Care
This report provides a statement of payments made by user’s for Care/Pre-school sessions in a selected time frame. This can be used for tax purposes as it includes detailed information as well as the organization’s tax id.
The required criteria for this report are beginning and ending Date. The report defaults to All participants but individual users can be selected.
Users can generate this statement themselves from the public site by hovering over their initials and selecting My Care Statement, entering the necessary dates and clicking “Generate Statement.”
An organization will typically use various Digital Signup financial reports to reconcile or balance the financial information against one another and with their banking statements. The financial reports are also used for reporting purposes to others ...
Purpose: Provides a list of session & details for each Instructor. Modules: Class Registration, Child Care This report requires at least one criteria field be selected. The report is sorted alphabetically by Instructor name and displays the ...
Summary View Purpose: Provide a list of Users who received refunds according to specified criteria. Modules: Class Registration, Child Care The report displays a list of refund totals including refund date, amount and type of refund by User ...
Purpose: Show the revenue (income) received according to the defined criteria. Modules: Class Registration, Child Care The minimum required criteria for running this report are dependent on the module selected: All: Date Criteria is required. ...
Account Allocation Purpose: Provide financial data detailing registration information, revenue payment information, and refund information by transaction date. Modules: Class Registration, Child Care The report will display the financial ...
Confidentiality
The information contained in this website (including documents/email) is intended only for the use of the recipient(s) and contains proprietary, confidential or privileged information of Digital Signup. If you are not the intended recipient, you are hereby notified that any disclosure, dissemination, distribution or copying of the information contained on this website is strictly prohibited.