Introduction
Transaction Reports offer admins a comprehensive overview of an account's financial details. Admins can access transactions reports on the account level by pressing the 3 lined icon on the right of the account tabs. This icon is known as a 'Hamburger/Cake Menu'.
Getting Started
Transaction Reports provide admins in depth overview of an accounts financials. For example, an Accounts Receivables report refers to the charges, reversals, payments on the account that have been processed within a specific date range or dynamic date criteria. These reports serve as a valuable tool for financial management in auditing and finding financial discrepancies.
Choose Your Report Options
Transaction Reports Descriptions
| Reporting Options | Description |
|---|---|
| 1. Hamburger/Cake Menu | Three-line icon to the right of the account tabs when pressed reveal the 'Transaction Reports' feature and other options. |
| 2. Transaction Reports | Select 'Transaction Reports' from the hamburger menu. |
| 2. Select a Report | When 'select one' dropdown is activated, the transaction report options appear in the dropdown menu. |