Transaction list

Use the Transaction list in Menu > Reports to find accounting transactions by period, ID, type, entity, status, or draft status and review their amounts. You can open a transaction from the results, save the configured list as a report view, or export it as CSV.

Run the report

1. Open Menu > Reports. In Search by report or description, enter the report name and press Enter.
2. Select Transaction list.
3. Select Change date range, choose the reporting period, and apply the change.
4. Optionally filter by Transaction ID, Type, Entity, Status, or Draft.
5. Select a transaction to open it.
6. To reuse the current configuration, select Save as new report view. To download the results, select Export as CSV.