Summary Tab - Finance
The Summary tab shows 4 summary cards. There is 1 task that allows you to add a new Payment Group/Page.
Finance Summary
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This summarises the income that is recorded in your site split by Shop, Donation and Registration transactions.
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There is one task to access advanced financial reports.
Payment Imports
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This summarises the income that is recorded by manually entering, or importing financial data.
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There is a ‘+’ icon that gives you quick access to add a new Keyed Import or CSV Import.
Gift Aid Claims
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This summarises claims you have made to HMRC for Gift Aid.
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There is one task to see payments you could claim Gift Aid for, but there is information missing. This tool helps you to see and fix those.
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There is a ‘+’ icon that gives you quick access make a new claim.
Bank Deposits
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Online: This summarises online income you have received through your Hubb Processing account.
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Offline: This summarises the deposits you make in your bank account, that you are using to reconcile your bank statement.
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There is one task to see your online income received through you Hubb Processing account.
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There is a ‘+’ icon that gives you quick access to add a new Offline Deposit.
More Finance Topics