Under Billing Reports, we have created an Audit Report to help you track transactions with monetary changes using the Fit Pro Tracker system.
With this newest addition, it allows you to generate and download a report (MS Excel file) within a chosen and specific time period containing details on all actions and activities with monetary changes. The file will be divided into separate sheets containing details of the following:
Refunded payments
Canceled invoices
Reversed transactions
Edited invoice amounts
Modified subscription amounts
Manually added invoices
Added credit to accounts
Processed payments
By default, permission to access this report is granted to tagged Owners and Managers only in the Fit Pro Tracker system. However, Owners and Managers may grant permission to selected staff as needed.
To grant permission, kindly refer to this article for a complete step-by-step guide: User Permissions | Fit Pro Tracker Basics
Once access has been granted, you can generate the report by doing the following steps:
Step 1: On the left menu, select the Report tab.
Step 2: Click the Billing button.
Step 3: Look for Audit Report and click the View Report button.
Step 4: On the filters portion above, select your preferred date range.
Step 5: On the right side of Monetary Changes, click the Generate Report button. “The monetary change report is in progress.“ notification will show once you click on the button.
Step 6: Report generation will usually take a few minutes. Once available, you can now download the report.