Filtering and exporting transactions and batch reports from the Parent Billing platform is simple!
To get started, select Reports from the main toolbar.
Select the Reconciliation report to begin filtering by date to view the batch reports.
Using the date filter, you can look at individual batches for a particular date. Keep in mind that the batch date will differ from the deposit date as batches can take up to 48 hours to be deposited.
Once you have filtered by the desired date range, you can export or print this information by selecting the Export button at the top of the page.
PLEASE NOTE: the dates and times of your exports are in Coordinated Universal Time (UCT), not your local time zone.