Access comprehensive reports on your transactions, including Activity Summary, Order Transaction, and Additional Services Reports. These tools are designed to enhance your financial oversight and reconciliation processes.
Borderless360 offers the following reports:
- Activity Summary Reports: Summarized billing activity categorized by services.
- Order Transaction Reports: Detailed breakdown of transactions by order.
- Additional Services Reports: Charges for non-order services like storage.
- Activity Statement Reports: Links top-ups and debits to specific invoices.
Pro Tip: Use the Activity Statement Report to identify which payments are tied to particular invoices, simplifying account reconciliation.
- Head to Billing
- Scroll down to the Previous Activity section
- Click the Month dropdown.
Here you will find the reports available to you.
Activity Summary Reports
The Activity Summary report contains summarised information about all activity and categorises services depending on the way it has been charged out.
Order Transaction Reports
You can also view all paid transactions for the chosen month by order, by clicking on the Order Transaction Report icon. This will give you a more detailed view of your transactions by order.
Additional Services Reports
Additionally, we've added a Additional Services Report to your report options. These bills include all fees that aren't linked directly to an order such as Storage and Work Orders.
Activity Statement Reports
Additionally, we've added an Activity Statement Report to your report options. This will assist you in reconciling your accounts and easily identifying which top-ups or debited amounts are associated with specific invoices.
