Feb 3, 2021 08:07:24 AM by Tom R
Now that the "Earning by Client" report has been removed, does anyone know of an easy way to retrieve earnings and fees for the year? I know there is a certificate of earnings, but it has to be printed on 12/31. There is also a report I can get on debits, credits, withdrawals, etc. – but noting saying, you made this much and paid this much.
Ideas?
Feb 3, 2021 08:13:07 AM by Wes C
Go to the Transaction History report and put in a specific date range. You can download the results as a CSV that you can import to Excel or Google Sheets. From there you can get any summary you want.
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