reports

Where can I view the transactions for a particular account?

To view transactions associated with a particular account:

  • Navigate to the Reports section on the left sidebar.
  • Under the Accountant tab, select Account Transactions report.
  • Click the More Filters option.
  • Choose Account from the field dropdown and select the name of the account from the adjacent dropdown.
  • Now, click Run Report.

Insight: You can choose multiple accounts from the Account field.


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