The following Classic reports can be used for Financial information.
Accounts Receivable Report - companies with outstanding balances for the event
Event GL by Item Report - data based on item GL Code and allows comparing event order totals to budget at the item level.
Event GL by Item Type Report - data based on item type GL Code and compare event order totals to budget at the item type level.
Exhibitor Invoice Report - overall invoice information per company. Optimized for Manual Financial processes.
Exhibitor Item Report - shows the items that have been sold for a specific event in relation to the amount of inventory.
Exhibitor Order Report - information on each Order added
Exhibitor Payment Report - information on each Payment added
Expo Financial Activity Report - provides a snapshot of booth space sold for an event at the salesperson level.
Export to Financial System - a specific workflow that works in conjunction with Financial Export features and allows locking exported transactions. Requires additional configuration. For most reporting needs, the Exhibitor Order Report, Exhibitor Payment Report and/or Exhibitor GL by Item report can be used.
Export to Financial System Batch Report - an additional report to review batches exported via Financial Export
Financial Log Report - a record of each change to orders, invoices and payments with timestamps and user records. Use this report for auditing or to determine the cause of errors or unexpected behaviors.
Financial Summary Report - a report aggregating summary information on all aspects of the financial system. Includes an Overpayments section.
Item Summary Report - totals by Item
Payment GL by Item Report - lists allocation of payments to each item. This is the report to use for breakdown of how payments are applied to orders.
Payment GL by Item Type Report lists allocations of payments to items by item type GL Code and allows comparing event order totals to budget at the item type level.
Summary Accounts Receivable Report - A version of Accounts Receivable report optimized for Manual Financials workflows.