Use of Balance Summary

Go to the panel on the left side and click on the Staff tab.

Scroll down and click on the Balance Summary module. A window will open.

Select a date range. Choose option of either all, with debit balance, or with credit balance. Then, click on the REFRESH button.

The Staff’s list will be opened.

To report click on the REPORT button. And to export the data to excel click on the EXPORT TO EXCEL button.

Click HERE if you have a query or an issue.