Use the Online Payments Transactions report in jmc Office to view ACH and credit card payments made through the jmc Family portal or mobile app. Administrators can filter by date range, payment type, method, and status to review details such as payment status, charged amount, deposited amount, account used, and payment method—making it a valuable resource when families have questions about their online payments.
To run an Online Payments Transactions report, log in to jmc Office and go to Online Payments > Online Payments.
Step One: Select a transaction type from the Payment Type drop-down list to view transactions for Lunch, Tuition & Fees, or the General Store.
Step Two: Use the Payment Method drop-down list to filter transactions.
All: view all online payments
Credit Card: view only credit card transactions
Bank Account: view payments made using a bank account and routing number (ACH)
Step Three: Select a transaction status from the Status drop-down list to filter by All, Pending, Settled, or Failed.
All: view all transactions, regardless of status
Pending: transaction was accepted but the bank has not yet released the funds (in progress)
Settled: transaction is complete and funds have been released
Failed: transaction was denied by the bank and no funds were collected
Step Four: Enter the desired range in the From Date and To Date fields to display only transactions from that period.
Step Five: Click the Preview button to display the Online Transactions Payments report.
Step Six: Click the Print button to generate a printed copy of the report.
💡 Helpful Tip: Click the Excel icon in the top right corner of the report to export the results as a CSV file.
✅ That’s it! You’ve generated an Online Payments Transactions report in jmc Office, making it easy to track, review, and share payment activity.