Open a financial report

Open Financials, then Reports. Viewing finances requires Manage finances.

Board reporting lists:

• Revenue Summary for income by charge type and payment method.
• Payment Register for line-item cash receipts.
• Accounts Receivable for open tab balances and aging.
• Membership Dues for paid, outstanding, overdue, and lapsed dues.
• Registry Fee Revenue for registration, transfer, pedigree, and event fees.
• Board Financial Packet for a PDF bundle for a board meeting.

Reports that use a period follow the date range on the page. Accounts Receivable and Membership Dues show the current balances.