Transactions Overview

The Transactions view provides you with an accounting audit trail of all transactions that have been performed within your program.

This view is broken down into two parts:

DETAILED VIEW

The detailed view provides raw transaction information; it contains everything that we know about each transaction that has been processed in your program.

Transaction information can be searched, sorted and filtered by date, specific business and specific location. Filtered data can also be exported to Excel.

The blue "+" sign allows you to view transaction details such as the purchase amount, the date and time of the transaction, and the transaction description.

Also from the detailed view, you can:

• Reverse a transaction.
• Adjust a transaction.
• Edit transaction description.

SUMMARY VIEW

The summary view provides a summary of the transactions currently visible in the detailed view; change the visible transactions in the detailed view by applying a filter. 

The summary view is a great place to get a snapshot of your current liabilities.