From time to time you may find it necessary to audit your fees and/or allocation, but where do you start?
These reports will help you:
- Report 703 Accounts List displays a list of all the GL Codes on your system. This is a good way to get an overall sense of what's on your site.
- Report 727 Products and Services Export will display all the items listed in the Products/Services module, including all fees and account codes assigned to them, where they are available from, etc.
- Report 680 Vet Product Detail List will show just items associated with a Veterinary process, e.g. fees associated with vaccinations, medications, vet treatments or procedures. It includes GL Codes assigned to each and where they are available from.
- If you are using the Sponsorship module, report 509 Sponsorship Products Report will show all items allocated to this module and their associated fees and GL codes.
- Report 46 Adoption Fee Export will target just adoption fees and GL Codes assigned to them.
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