[Released] New Financial Reporting Features are LIVE!

We are thrilled to announce the latest upgrades to the TeamSnap for Business financial reports, designed to make understanding your finances more efficient and less time-consuming. Managing your financials is now simpler than ever with new filters, a comprehensive deposit report, and enhanced flexibility for reconciling financial accounts every season.

Here is what changed:

• New filters added: These new filters enable administrators to quickly identify payment methods and merchant account(s) associated with each deposit. The Source Name has also been moved to a filter, allowing for quick filtering by registration form or invoice name.

  • Payment Type — Credit Card, ACH, Cash, Check, Offline, Other

  • Deposit Account — Name of account the deposit was made to

• NEW Deposit Report: Whether you need to track transactions, reconcile daily deposits, or generate detailed list of transactions made in a specific deposit, this new report makes it easier than ever to reconcile deposits made to your program's associated bank accounts.

These new enhancements are designed to provide admins with the flexibility they need to manage their finances quickly and accurately. The improved efficiency in reconciling daily deposits frees up valuable time for other important tasks. Additionally, with organization-wide reporting now available, admins have more flexibility than ever before to manage and report on all financials from a single, consistent reporting space.

To learn more, visit our help center here, or contact your account manager today.