New Feature for Totals by Description Report

If you use Sage as your merchant provider, you will be so happy with this new feature. After you run the Totals by Description report for a date range using Batch Dates (that’s the date the transaction actually settled), notice that the Description itself is a link. Clicking the Description will take you to a filtered list of only the transactions making up the total for that date range.

This allows you to easily move back and forth between the summary totals (on the Totals by Description report) and each set of details making up those totals. After checking the details, just click Totals by Description again to quickly return to the report.

For example, in the screenshot below, you could click Soul Mate Live Registration to view those 10 transactions making up the $80 total.


That seems like a small thing, but when you are posting to your general ledger from this report, it is very helpful to be able to easily view those details. Not familiar with the Totals by Description report? Click HERE to read more.

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