How to Run & Export Cash Reciepts Journal

Modified on Thu, Nov 21 at 3:55 PM

TABLE OF CONTENTS

How to Run CRJ 

Navigate to Accounting>Payments Received


Set the Organization that you want to run the CRJ for in the Organization field.


If you want to filter your data for a specific date and status you can do so by editing your Start Date, End Date, and Status and select the Search button



The table will update the results. 


You can view the CRJ information directly from the table or export the report in PDF or Excel.


How to Export CRJ

There are a few options for exporting your CRJ.


ExcelSelecting the above button will export an Excel file report of the CRJ by Local, Day, Payment Type and more.


Selecting the above button will export a PDF report of the CRJ by Local, Day, Payment Type, and more. 


Selecting the above button will export an Excel report of all the Payment Received from the CRJ table in UNITE . It will also show information related to the payments from the table that can be used for custom reporting. This report can also aid in seeing how payments were applied to member accounts Excel

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