You can easily track all of the payments sent to you from MyTime from the Payment Dashboard report. This report can be found by navigating to your Dashboard, selecting the “Reports” tab, and selecting “Payment Dashboard” beneath the “Company” header:
Dashboard > Reports > Company > Payment Dashboard
The Payment Dashboard report displays all of your transactions in a selected date range. The transactions can be organized by Deposit Date, Amount, or payment Method. This report can also be exported as a CSV or printable PDF.
If you select the blue arrow to the left of the deposit date you will see all of the tickets (transactions and appointments) that were included in the deposit transferred to your account that day.
You can also click on the hyperlink of the ticket to see details of any single transaction. You can also see which client is associated with each ticket. Selecting the client name will take you to that client’s profile in your client manager.
For more information please contact us at firstname.lastname@example.org.