Running the Receipts by Month on Collections screen

Modified on Thu, 1 Jun, 2023 at 9:34 AM


In this Knowledgebase (KB) Article  will walk you through the process of locating and running the Receipts by Month report within iGovServices 


 

You will learn:


 

        Locate the collections screen and run the Receipts by Month. report. 



First you will need to be logged into iGovServices

 

On the black navigation bar to the left


In iGovServices, navigate to:


Dashboard → Collections → 

 
(If you do not see this menu item, please contact your administrator to provide the appropriate rights




To access the collections button, navigate to the left side of the screen and click on Dashboards first. The red arrow in the image above indicates the location of the collections button.




To access your receipts by month, go to the collections screen and locate the section labeled "Receipts by Month" (indicated by the red line in the image). Then, click on the "View Details" button (indicated by the red arrow) to see more information. 




To initiate the search, kindly input the required date range on the top section of the screen. Once done, click on the search button as highlighted by the red arrow.


You can find the information you searched for in the lower section of the screen. You have multiple options to choose from for viewing the information. The above image shows five options highlighted in red. Let's select Excel for this example.


Once the spreadsheet is downloaded, you can view and save it for your reference.









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