Paid Fees Report

Located under the Reports menu, this report provides revenue (fees that have been paid) by Category 1 with a breakdown by Transaction Type for a specific day or time period. Several search criteria (filters) are available to narrow down the results including:

  • Category 1
  • Class
  • Transaction Type
  • Transaction Sub-type
  • Family Search 

Set the Display Setting Show Detail to Yes to provide payment dates, fee dates and family names. This can be particularly helpful in locating uncategorized revenue.

The Paid Fees Report also provides a total of taxes.