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Collections

Collections report by date range, optionally limited to the signed-in cashier.

Who can use this​

  • FINANCE
  • ADMIN

Path​

/finance/reports/collections

Dependencies​

  • Payments recorded in the range.
  • Load after setting From/To.

Screenshot​

Collections desktop

Collections mobile

Steps​

  1. Open Collections at /finance/reports/collections as FINANCE.
  2. Set From and To. Optionally Mine only.
  3. Click Load. Use Use demo range (Jan-Mar 2026) only on demo data.
  4. Review totals vs receipts. Export as needed.
  5. Reconcile differences on Cashier reconciliation.

Fields and actions​

  • From, To, Mine only, Load
  • Use demo range (Jan-Mar 2026)

Common mistakes​

  • Forgetting Load after changing dates
  • Mine only when you needed whole-office totals
  • Demo range on production analysis