Transaction Detail Report – knowledgebase JJ

Generate a report that will display all transactions of a specific account or multiple accounts for a specific period

1. Navigate to Reports > Financial > Transaction Detail > Customize2. In the Filters link, set Date Range3. Expand the Transaction folder to select Account and set it equal to a specific account4. Rename the Report5. Click Save

Tag: Transaction Detail Report

Generate a report that will display all transactions of a specific account or multiple accounts for a specific period

Show Foreign Amounts and Transaction Currency in Transaction Detail Report