To run a Transactions Report:
- Go to REPORTS | MANAGERS ACCOUNTING | TRANSACTIONS REPORT
- Click on Transactions
- Choose Date: Choose a single date or date range.
- Transaction Category: Leave on "Select All" to see all transactions. Or, choose a Transaction Category like Credit Cards.
- Transaction Type: If you choose a transaction category, then the drop down list will populate with the items in that category. Leave on "Select All" to see all types.. Or, choose a Transaction Type like Visa.
- Select User: Leave on "Select All" to see all Users.. Or, choose a User to display all transactions made by that User.
- Choose the report format: HTML, Excel or Text.
- Click Generate Report