Voly offers a suite of reports that can be viewed by management and crew, from top-line summaries to transaction line details.
All reports can be filtered to users’ requirements. The visibility of reports can be defined in Settings> Crew Ranks.
Reporting can only be completed in the desktop version of Voly.
Reports Page Navigation
1. Click on Reports in the navigation side-bar.
2. Select the type of report you want to run
3. Select the date type:
•Invoice Date (accrual-based): the report will include all card, and cash transactions and invoices (unpaid invoices will be included) based on the transaction date.
•Budget: this will display data based on the budget month selected in the transaction (only full months can be selected)
•Date Paid (cash-based): the report will include all card & cash transactions, & all paid invoices (unpaid invoices won’t be included) based on the date they were paid.
4. Select the date range
5 . If you have Accounts Receivable enabled, you will also see the option to select whether you want to run reports against 'Accounts Receivable' or 'Accounts Payable'.
6 . Click View Report.
Still have questions?
Send us a message through the chat icon in the web app, email us or keep looking through our Help Centre for more information.