What Reports Can I View for my APX Payments?

What Reports Can I View for my APX Payments?

Within the Reports section of Accounting, there are 2 reports that can be used to gage the payments processed through APX.


The Client Payments Report will provide you with a list of all deposits including direct payments to invoices as well as retainer payments. To view the APX payments specifically, select the dropdown arrow next to you the search bar on the right which will open your advanced search options. Then you will filter for Payment Method --> APX.





The APX Distribution Report will provide you with a detailed breakdown of the distributions and statuses within the APX portal.





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