The Package Items Outstanding Report shows all package items that have not yet been redeemed as of a specified date. Because this report can take some time to generate, the results are emailed to you rather than displayed on screen.
How to Access
Navigate to Reporting > Report List > Package Items Outstanding Report.
How It Works
- Set the Outstanding Items as of date - this is the date to calculate outstanding balances from
- Enter your email address (pre-populated with your company email)
- Click Go to generate the report
- The report will be emailed to the address provided once processing is complete
Note: Balances outstanding may differ from the Liability Report due to differences in how package items are grouped.
Example
It is end of financial year and your accountant needs a list of all unredeemed package items and their value. Set the date to 30 June, confirm your email address, and click Go. The report arrives in your inbox with a full breakdown of outstanding package items by client.
Related Reports
- Package Purchase Report - View package sales and revenue
- Liability Report - See a snapshot of outstanding liabilities including packages
If you have any questions, please send them to us via the Submit a Request option.