reports

Where can I view the transactions for a particular account?

To view transactions associated with a particular account:

  • Navigate to the Reports section on the left sidebar.

  • Under the Accountant tab, select Account Transactions report or search for Account Transaction in the Search Report field.

  • Select the date range for which you want to generate the report.

  • Click the More Filters option.

  • Choose Account from the field dropdown and choose is in from the Select a comparator field.

  • Select the required account from the adjacent dropdown.

  • Click Run Report.

Insight: You can choose multiple accounts from the Account field.


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