This article will show you how you can review all invoices and transactions across multiple sites. The report that is generated combines all of your sub-accounts into one.
This report is seen by the Org Account Owner as well as the Org Account Admin.
To locate and review the report follow these steps below.
Step 1: Locate the reports
- Click on your name in the top, right-hand corner
- Then click Manage Account
Step 2: Choose a report
- At the top, you will see a section for Account Reports with three options:
This report will allow you to search for and sort members across your organization.
It will also display in which of your sites a member has interacted.
This is particularly helpful if you troubleshooting an issue with one of your members but do not know from which site they originated.
The organization-wide invoices report is exactly that: a report of invoices from all of your sub-accounts. You can use the filters to narrow down your search results and export the data to a CSV file. This report can be helpful if you have been provided an invoice number, but do not know from which sub-account it originated.
This report has an extra column to indicate in which sub-account the invoice originated.
For more on using invoices, click here.
The organization-wide transactions report will show you all transactions across your subaccounts. You can use the filters to narrow down your search results and export the data to a CSV file. This report will be helpful if you are looking for financial data for your entire organization, not just one sub-account.
This report also has an extra column to indicate in which sub-account the invoice originated.
For more on transaction reporting, click here.