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  • Transactions

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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

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