Transactions

Modified on Thu, 6 Jul, 2023 at 10:53 AM

Transactions


View your transaction history within a specified timeframe, payment option, deposit option or invoice option. 

Generate CSV and PDF documents here.



1 : Click on the SYSTEM button on the top bar > Select TRANSACTIONS from the drop-down box.



2 : A transaction list will appear with the most current transactions based on date/time.


Transactions will show; WHEN | CARD OWNER | DESCRIPTION | AMOUNT | CLOSING BALANCE | OPTIONS.


3: To search your preferred date range, select the ADVANCE button and change the date range. 



4 : To search for transactions based on payments, deposits or invoices, select the ADVANCE button and change the transaction type.



5 : Once you have selected your date range and transaction type, you can export to CSV or download a PDF. 


Select ADVANCE > Export to CSV or DOWNLOAD PDF





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