The Deposits Report summarizes deposit totals by date, helping you quickly reconcile funds received, spot gaps, and maintain an accurate financial record without manually combing through individual transactions.
Create a Deposits Report by navigating to Reports > Summary Reports > Deposits, selecting from the following options, and clicking Run Report.
- Date range
- Property Tags
- Group By
- Month (default)
- Quarter
- Week
- Year
Users can choose to Print or Export (and save) the completed Tax Detail Report. See the Deposits Report PDF Example.