Merchant Cash Advance

Depending on your application configuration, you can run both daily detailed and monthly summarized Merchant Cash Advance reports.

To run a Merchant Cash Advance report:

1. From the Reports menu, click Merch Cash Advance.

   

   The Merchant Cash Advance Reports Generator page opens.

   

2. Select the required Report Type (a selection is mandatory):
   • Daily Detail: The page refreshes to include the Start Date and End Date fields.
   • Monthly Summary: The page refreshes to include the Start Month and End Month fields.
3. Select the Vendor you want to report on.
4. Select the required Start Date and End Date (if you selected the Daily Detail report type).

   To view data for a different date or date range:

   1. In the Date, Start Date, or End Date field, type a date, or click the calendar icon and then select a date from the pop-up calendar.

      

   2. Click the Refresh icon.

      The page refreshes to display data for the selected date or date range.

   To view data for a different date or date range:

   1. In the Date, Start Date, or End Date field, type a date, or click the calendar icon and then select a date from the pop-up calendar.

      

   2. Click the Refresh icon.

      The page refreshes to display data for the selected date or date range.

   -or-

   Select the required Start Month and End Month (if you selected the Monthly Summary report type).

5. Click Generate Report.

   Your report opens in a new browser window, once it has run.