Using the Transaction Register, you can search for and view any transaction in the database.
To use the transaction register
Go to Reporting > Financial Reports. On the left, select Transaction Registers.
Select a Transaction Type.
Checks | Records of outgoing payments, typically made to vendors and owners, including check payments and EFT payments. |
Payables | Invoice records, typically from vendors. |
Deposits | Records of bank deposits. |
Receipts | Records of incoming payments you have received, typically from tenants. |
Charges | Records of money that is owed to you, typically from tenants, for example, monthly rent charges. |
Journals | Journal entries are used for transactions that affect your books but do not fit into the standard categories for transactions (payments from tenants or payments made to vendors). For example, you make a mortgage payment for a property. To book it, you create a journal entry. |
Complete the filter. At a minimum, you must select an Owner or a Property. Click Display and the report appears.
To view transaction details, click the number in the Amount column. The transaction screen appears.
