Billing Reports display processing fee data to assist in reconciling deposits.
Organizations using gross deposits, instead of standard net deposits, may find Billing Reports especially helpful for reconciliation (Read more: Net vs. Gross Deposits).
Access Billing Report
- Navigate to your manager dashboard. Hover your cursor over Reports, then click on Canned Reports.
- Click on Billing Report in the bottom right corner of your Canned Reports screen.
- Enter the appropriate date range for your report and click Search.
- Click Action > View Details on the right side of your screen. Review the report. The fees associated with each gift/transaction are displayed under the Amount Billed column.
- To Export or Print the contents of the report, use the Export and/or Print buttons in the top right corner of your screen.