Account Transactions

Created by Nedim Kacar, Modified on Thu, Aug 8 at 1:45 PM by Al Ceric

1.The Account Transactions Report is designed to provide users with easy access to and management of transactions for a selected account or payee. This report allows users to view transaction history conveniently and offers straightforward sorting options for enhanced usability.

2. User is able to search by couple of options:

Calendar feature- sort by custom or predefine date range(s)

Select Account- Users can select the account for which they wish to view the transaction history.

Select Payee- Users can select a payee to view the transaction history associated with that payee.

3. Users can generate a report in PDF format for easy sharing of information and data by clicking on the "Generate Report" button on the top right side of the screen.