- From Organization Dashboard, click FINANCIALS tab
- Click Remittance Report
- To select the correct payment account, click the drop down menu under Payment account
- To select dates, click the drop down menu under Dates
- Note: A list of Remittance period, Status, Opening balance, Remittance issued for previous periods, Current statement and Ending balance will be shown
- Note: Status is showing Ongoing for the current remittance period while showing Closed when the remittance period ended.
- Note: Opening balance is the amount from the Ending balance of the previous remittance period.
- Note: Remittance issued for previous periods are the payments issued from Active
- Note: Current Statement is the amount earned for the given remittance period
- Note: Ending balance is the sum of the current statement and unsent payment.
- Note: You can download the remittance statement in a PDF by clicking on the
copy icon at the right