First, head over to your Reports tab in your Goodshuffle Pro account. Select the "Payment Journal" report.
In the column that pops up on the left side of the screen, adjust the reporting period to the year you would like to pull information for and select to group by "Year". Select "Run Report".
Press "Download". This will send the report to your email- head to your email and open the spreadsheet in either Excel or Google Sheets.
At the bottom of the spreadsheet, you will see tabs for the Payment Journal Report as well as each month of the year. We will be going into each month tab and auditing it to look for payments made in 2021 for events occurring in 2022.
Click on the month you would like to start with. For this example, we will be starting with July.
We are now going to filter out payments for projects occurring in 2021. To do this, find column T, the logistics start date (hint: you will need to scroll to the right to find this).
We now want to remove any payments for events that will be occurring in 2021. Right-click on row 2.
Select "View more row actions".
Select "Freeze up to row 2" (this is to insure we keep the logistics start at the top of the sheet as we are scrolling).
Now, head back to Column T. Click "format" in the control bar of the spreadsheet.
Under format, select "Number" and then "Date".
Hover over the top of Column T until the drop-down arrow appears. Click the drop-down arrow.
Select "Sort sheet A to Z".
You will now be able to clearly see which of your events that were paid for in this month of 2021 will have a logistics start date in 2022.
You can apply this same procedure to each month tab in the spreadsheet so you can have a full picture of all of the events that were paid for in 2021 but are happening in 2022.