Managing your end-of-the-month reconciliation should be covered in an online Zoom Training. If you need to book a session please use this link to find the best date and time that suits you.
To export your Transaction History please follow the steps below:
- Go to your Dashboard and tap on Shop then in the dropdown select Transaction History
- Apply filter Lodgment Date From and To
- Hit Search
- Tap on Export
- Find Excel file in the downloads folder
Transaction History report will include items received per specific date, summary by Item Name and Summary by Account Code.
Click to enlarge.