Transactions

The Transactions report is a detailed record of all the financial transactions that have occurred in a specific period. It includes all the incoming and outgoing transactions and helps the business keep track of its cash flow.

Use case

The Transactions report is useful for businesses to monitor their financial activities, reconcile their bank statements, and identify any discrepancies in the financial records.

Instructions

1. Go to Reports>Accounting>Transaction
2. Select the desired period Month & Year, Account, and Category.
3. Click on Generate Report and wait for the report to load.
4. Analyze the report to understand the details of all the transactions that have taken place in your business.
5. Download the report as needed.