Year-to-Date Summary

 

Purpose:  Summarizes monthly totals, for the current fiscal year, showing fees (fees, adjustments, and net), payments (payments, transfers in, transfers out, and total), refunds, and a month end receivable.

 

Launch Point:  This report can be launched from the following location(s):

 

      Events → Reports → Financial →

 

Example:  When the report is launched the report wizard will open