How can I run a report of all transactions posted?

The Transactions Report is available from the "Reports" page

MENU -> Reports -> TRANSACTIONS

Or click here to go to the transactions report

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What does the "Transactions Report" show me?

• Transactions categorized in columns of transaction type: Checks, Cash, Credit Card, ACH, Refunds, Charges, Credits

• Transactions can be viewed day-by-day

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Do you need to export this report to Microsoft Excel and view it in a custom format?

No problem, you can export this list to a ".csv" file that can be opened in Excel. The button is located at the top of the report and looks like this: