Financial reports

Activity Messenger provides you with complete financial reports. Reports are shown on screen and can be downloaded to Excel. Reports are always limited to a specific date range. For example, here is a Payment Reconcilliation report for the month of March 2021.

Financial reports come in different flavors. These are the reports available:

• Payments: Payments received and refunded.
• Stripe payments: Bank account reconciliation for Stripe credit card payments.
• Payment reconciliation: Reconciles payments with sales.
• Payments summary
• Sales: Invoice items paid. You can filter to see not paid, cancelled and refunded items.
• Sales summary

# Credit card bank account reconciliation

With Stripe and Activity Messenger, bank account reconciliation for credit card transactions has never been easier. In a single report, we will show you the invoice, the ledger code, the client, the payment date, the credit card fees, the net deposit (payout) amount, and the deposit date in your bank account.

# Live dashboard

On the Dashboard, we also show you a live sales chart for the current month. You can easily identify your best sellers.

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