Is there a report that shows unlinked /uncategorized revenue?

There are several reports that can assist you in finding unapplied payments. (Each example below has been run for the date 8/19/2014 through 8/19/2014.)

Transactions Advanced Search Report

  1. Point to Transactions and click Advanced Search.
  2. Enter a Transaction Date or a range of Transaction Dates.
  3. From the Special Search drop down, choose Payments w/Unapplied Amt Remaining.
  4. Click Submit.

Any unapplied payments will display on the report and can be investigated by clicking the Family Name or by clicking the Pencil (Edit) icon. Whenever possible, be sure to link the unapplied payment to a fee.

Paid Fees Report

  1. Point to Reports and click Paid Fees.
  2. Enter a Date or range of dates.
  3. Set Show Detail to Yes.
  4. Submit.

Revenue Summary

  1. Point to Reports and click Revenue Summary.
  2. Enter a date or range of dates.
  3. Submit.

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