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Customer Support > Finance > Summary Tab - Finance

Summary Tab - Finance


The Summary tab shows 4 summary cards. There is 1 task that allows you to add a new Payment Group/Page.

Finance Tab Cards

Finance Summary
  • This summarises the income that is recorded in your site split by Shop, Donation and Registration transactions. 
  • There is one task to access advanced financial reports.

Payment Imports
  • This summarises the income that is recorded by manually entering, or importing financial data.
  • There is a ‘+’ icon that gives you quick access to add a new Keyed Import or CSV Import.

Gift Aid Claims
  • This summarises claims you have made to HMRC for Gift Aid.
  • There is one task to see payments you could claim Gift Aid for, but there is information missing. This tool helps you to see and fix those.
  • There is a ‘+’ icon that gives you quick access make a new claim.

Bank Deposits
  • Online: This summarises online income you have received through your Hubb Processing account.
  • Offline: This summarises the deposits you make in your bank account, that you are using to reconcile your bank statement.
  • There is one task to see your online income received through you Hubb Processing account.
  • There is a ‘+’ icon that gives you quick access to add a new Offline Deposit.



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