Viewing the Transaction List

The Transaction List feature allows you to view all financial transactions recorded in ERP ERP. This guide explains how to access and analyze the transaction list.

1. Navigate to the 'Reports Module' and click on 'Transaction List.'
2. Filter transactions by date, type, account, or amount for specific insights.
3. View transaction details, including references, amounts, and dates.
4. Export the transaction list as a CSV or PDF for record-keeping or sharing.
5. Use the transaction list to identify discrepancies or review financial activity.
6. Generate summary reports for specific transaction categories or time periods.

• Navigate to the 'Reports Module' and click on 'Transaction List.'
• Filter transactions by date, type, account, or amount for specific insights.
• View transaction details, including references, amounts, and dates.
• Export the transaction list as a CSV or PDF for record-keeping or sharing.
• Use the transaction list to identify discrepancies or review financial activity.
• Generate summary reports for specific transaction categories or time periods.