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Applications > Bank Account Management > Reports > Transactions






The Transactions Reports allow you to print a list of bank transactions.


Filters and Options


On the Filters tab select the Date range from which you want to view transactions. Additional date filters may appear depending on what option you choose.

Select the User upon which you want to report (or select all). On the Options tab select your Report Options:

Print Notes:

Print Setup Information:

Print Project Information:

Click the Run Report button to generate a preview of the report.

Click the Clear Preferences link to reset all of your report preferences to their default values.

Click the Cancel button to return to the dashboard.

The report displays on the Report Preview page. Refer to the Report Preview help page for more information.