The Transactions by Account Report

The Transactions by Account report lists all or selected accounts and their transaction details for the dates you specify.

For each transaction, the report shows:

  • Date
  • Comment
  • Source code
  • Transaction number
  • Debit or credit to the account
  • Account balance as a result of the transaction

To view this report, open the Report Centre in the Home window, select Financials, and then Transactions by Account. Click Display.

Double-click the transaction source number to drill down to the transaction window.