Running Unbalanced Receipt Totals by Payment Source on Collections Screen

Modified on Thu, 1 Jun, 2023 at 9:36 AM

This Knowledgebase (KB) Article will walk you through locating and running the Unbalanced Receipt Totals by Payment Source.

You will learn:

Locate the collections screen and run the Unbalanced Receipt Totals by Payment source report.

First, you will need to be logged in to iGovServices

On the black navigation bar to the left

In iGovServices, navigate to:

Dashboard → Collections →

(If you do not see this menu item, please get in touch with 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 "Unbalanced Receipt Totals by Payment Source" (indicated by the red line in the image). Then, click on the "View Details" button (indicated by the red arrow) to see more information.

This report will populate the information for the Month there are not date ranges to enter.

The information you searched for is 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.