Secretary's Receipts (Cash Book)

Navigation
The link to the Secretary's Cash Book is also known as the Receipts and is found in the Income/Expenses Financial Stats table:

Click the dollar amount, which will bring you to the Receipts screen:

Assign your date range and load the screen:

This report can be exported using the five buttons at the bottom of the screen (copy, excel, CSV, PDF, and Print).

Access
This section is open to anyone logged into groupable|m2 in any of the following roles: lodgeSecretary, lodgeAssistantSecretary, lodgeReadOnly.

Instructions
This screen allows for the printing of a Secretary's Cash Book report. Simply assign your starting and ending dates and load the screen.

Field Descriptions:

• From Date - in MM/DD/YYYY format, the inclusive date to start the report
• To Date - in MM/DD/YYYY format, the inclusive date to end the report
• Sort Order - order to sort the report:
  • date/category - date first then income category
  • category/date - income category first then date