This is where you can view and download all reports currently available within your Dashboard. This field consist of 5 different reporting options.
This field will show your customer, invoice number, advance date, advance, Rebate/Credits, repayments, transfers, fees and balance. You also have the option to search by date range, as well as filter by: All invoices, Funded invoices, or Pass through invoices.
This field will show the draw number, draw date, closed date, draw amount, other credits, repayments, transfers, fees, and balance. You also have the option to search by date range.
This filed will show you the date of the transaction, invoice or draw number, event (repayment, rebate, missed payment etc) debt, ad credit. You also have the option to search by date range.
This field will show you the repayment date, amount, type, check number, payor, invoice number, invoice amount, amount applied, accrued fees, principal repayment, and rebate. You also have the option to search by date range.
Internal Transfers Report
This field will show you the Pay-Out Invoice/ Draw, Pay-Out Customer, Pay- Invoice/ Draw, Pay in Customer, Pay-Out Applied, and Pay-Out Date. You also have the option filter by all customer or a specific customer.