How can I run a report of all transactions posted?Support Home
The Transactions Report is available from the "Reports" page
MENU -> Reports -> TRANSACTIONS
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
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: