Transactions

Transactions

This report will help you find further financial information about your transactions. The report will auto populate with preset filters. To change these you will click 'Advanced Filters' in the upper right.

Access the report by doing the following:
  1. Click "Reports". 
  2. Click "Accounting Reports".
  3. Click "Transactions" from the reports menu.


You can filter the dates as follows:
  1. Click 'Advanced Filters' in the upper right.
  2. Click the date range at the top of the "Advanced Filters" box near the top of your screen and select your option.
  3. Choose the Payment Method that you would like included by using the drop down menu.
  4. Click filter.
You will see the results displayed in the 'Quick Preview' section. 

Note: This report can be exported by clicking the "Export - Download" button to the right of the "Quick Preview" section.








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