Use our financial reports to get the information you need.
ClassJuggler is loaded with reports for just about every aspect of your business. Four of the most important reports for monthly bookkeeping and tax preparation are the Customer Payments, Customer Applied Payments, Deposit Summary, and Company Billing reports.
How you do your accounting (cash-based vs. accrual-based) will determine which of these reports will benefit you most.
Here are some tips and details on these reports:
Deposit Summary - [CASH accounting] This report can show you summarized information about payments received, organized by type, for any period of time. This is ideal for reconciling your checkbook and your merchant account activity and deposits.
Customer Payments - [CASH accounting] This report can show you all of the income you are receiving daily, weekly, monthly, or for any period of time you choose. The report will total payments in a variety of ways you choose to make reconciliation and deposit reporting simple.
Customer Applied Payments - [CASH accounting] This special report links payments received to the charges they were applied to, and can tell you exactly how much was earned by a particular charge account or by account category. It will only show applied amounts, so if a customer has a credit balance remaining, those amounts will not yet be factored in.
If you posted $1,000.00 in tuition and $200.00 in merchandise in the month you are reporting, and received $1,300.00 in payments for the same period, only the $1,200.00 applied to charges will be considered "earned," leaving $100 unapplied.
Company Billing - [ACCRUAL accounting] This report does exactly what its name suggests, which is to provide you with a list of charges you have posted in a particular period of time. Since this is only showing what you have posted in charges, and not what has been paid or not paid by your customers, this is the go-to report for businesses that use accrual-based accounting for their bookkeeping.
If you posted $1,000.00 in tuition and $200.00 in merchandise in the month you are reporting, this report would return $1,200.00 total in products and services billed out to your customers.
For more information on these reports and examples and instructions for running them, please refer to "Online Help Manual" found in the green Help & Links Menu found at the bottom left of every screen in ClassJuggler.
Encourage your staff and customers to celebrate Earth Day with these ideas:
As busy as we all can get with our jobs, it's a nice time of the year to take a step back and consider our impact on our mother earth, the only home we have. Consider these 8 ideas for improving your impact on our little blue marble:
Content excerpted from the WikiHow Celebrate Earth Day website
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