Wouldn’t it have been great if your parents could have gotten a daily report on your grades and behavior when you were in school?
No? Color me shocked!
Okay, well here’s a report that, while it won’t give you E’s for excellent behavior, S’s for satisfactory or any letter A through F, it will give you a report on the flow of your money into and out of your account. It is called the Daily Report. It can be found by first clicking the Reports tab (1) in your gotoBilling account and then clicking on the View button (2) in the Daily Reports section.
Once there, it provide you with the details of why that specific 1 million dollar transaction didn’t deposit to your account. (You may be drumming your fingers for quite awhile waiting for that one.)
How to read the Daily Report
The Daily Report will tell you about:
1: Transactions that took place on a given date
2: The type of transaction: ACH, Credit Card or Cash
3: Any declines you may have had
Clicking on a date will reveal greater detail about the transactions on that day:
Want more detail on why the decline occurred? Click on the blue circled question mark and you’ll get a fuller explanation plus
some direction on what to do about it:
But wait! There’s more. Right clicking on the transaction gives you even more options:
And one more thing. Double-clicking on the transaction shows you more details:
Simply log in, click on the ‘Reports’ tab, click ‘View’ in the Daily Report section and you are in report heaven! That simple.
Now, about your report card from the 7th grade…
