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Transaction Codes Automatic for Online Payments by Parent (according to transaction code of invoice being paid)

This would be wonderful for Reports. When an online payment is made, there is no transaction code, so we always have to check merchant services for online payments. We have to go in an manually give them a transaction code so they show up on repor...
Sarah Dayley over 3 years ago in Reports 1

How long a student has been with your studio - Years of Membership

Currently the Years of Membership report or the student by start date report , reports on when the family/student has created their profile in the portal not when they actually commenced. We give service years trophies and there is no way to tell ...
Kylie Tonellato over 3 years ago in Reports 2

Report: Net Payouts by Transaction Code

Original Title: Report for NET income by transaction code (with convenience fees removed) This is absolutely vital for me to be able to do my accounting. There are plenty of reports on DSP that tell me how much I am charging for Tuition and Recita...
Natalie Conforto almost 4 years ago in Reports 1

Report: Show Processing Fees on Payments

Report to Include DSP Processing Fees on Payments We need to be able to generate a report to show Payments by All Codes and Types with the associated processing fee for each transaction? We need this information when inputting data in QuickBooks, ...
Office almost 4 years ago in Reports 1

Ability to write your own report.

Id like to write my own report. I need to run a report of income by transaction code, by classes. Currently if someone owes money for multiple classes all of the $'s they owe shows up against a single transaction code.
Administration about 2 years ago in Reports 0

Color Code Transaction Codes or Single Student Charge Category Report

When a S.O. has dance students who participate in dance classes, performance team, recital and so forth, it would be helpful for parents to be able to see those many different charges and payments if the charge/payment categories could be colored ...
Toinette Robinson almost 2 years ago in Reports / Tuition and Statements 0

Payments and Credits by Transaction Code and Payment Type Report to have all payment types (or at least pre-loaded DSP ones)

What specific challenge or problem does this idea solve? The current "Payments and Credits by Type Report" does not include the transaction code, which is crucial for tracking specific payments. This gap creates difficulties when billing for items...
Jeremy Gill 6 months ago in Reports 0

Transaction Code Reports

We run multiple seasons at the same time and would like to run reports that show the income received for specific seasons. At this time, if a parent pays for summer programs and enrolled classes on the same date, there is no way to see the income ...
Catherine Fothergill about 3 years ago in Reports 0

Change report name to match the name on the report

The report named - PAYMENTS BY ALL CODES AND TYPES, is called TOTAL INCOME BY TRANSACTION CODE AND TYPE on the actual report. Please change to match. Thank you!
MKS | Michelle Revelle almost 3 years ago in Reports 0 Planned

Need reporting of which transactions have been paid. Please add a paid amount column to Fee reports.

We need to be able to find out if certain charges have been paid... For example, I want to be able to run a report for all transactions with a memo of "Showstopper 2025" and see who was charged and who has paid before we go to the competition, so ...
Guest 8 months ago in Reports 0