User-Defined Fees

Maurice Nounou $organization over 9 years ago

Hello, I'm looking for a way to run a report for User-Defined Fees which shows more than just a total for the fee(s) in question. Ideally an order number and/or constituent information so I can research the order would be helpful. Does anyone know how to accomplish this? Thanks, Maurice

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Michael Flaherty-Wilcox $organization over 9 years ago

Hello Maurice. Check out the Transactions by Posting report. You can use the parameters to limit your search to the Fee transaction types, and also a GL number if needed. The report will identify the fee descriptions as well as constituent information. No order number, but it gets you started. -Michael Flaherty-Wilcox, Tessitura Network
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Michael Flaherty-Wilcox $organization over 9 years ago

Hello Maurice. Check out the Transactions by Posting report. You can use the parameters to limit your search to the Fee transaction types, and also a GL number if needed. The report will identify the fee descriptions as well as constituent information. No order number, but it gets you started. -Michael Flaherty-Wilcox, Tessitura Network
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