Include total amount for processing fees in Credit Card Charges report
For tax purposes It would be nice to have a total for the amount of fees charged. This way at the end of the year, the total amount is there and we don't have to go back and manually calculate each fee. Just out a total credit card processing fee amount right next to the total amount of charges.
App Type
TheraNest App
ADMIN RESPONSE
Aug 23, 2024
The total fees can be found at the top of the report and will adjust based on the date range selected.
I think also having a report that's connected to batch number, credit card processing fee, date of charge and disbursement would be super helpful and less nerve racking to try to figure out those random and daily charges on the business account.
It sort of exists already if I understand you correctly.
This is what I do:
Reports > Billing > Credit Card Charges
Change the date range to 01/01/2016 - 12/31/2016 > Run Report
Click the "CSV" button in the upper right (which creates an excel file with all the data)
Open the excel file and either highlight all of the amounts in column D under fees and look on the bottom right of the screen. It should tell you "Sum $XXXX.XX".
or
Just select the cell under the last amount in Column D and the select the Auto Sum button
