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Mar 18, 2021 3:44 AM UTC
Solved

How do I find a list of transactions that I have entered for a calendar year? What report can I run?

I am looking for a report that will show my expense transactions in detail so I can make corrections.
Mar 18, 2021 5:07 AM UTC

I can help you run an expense transaction list report, deborahmitchell-.

 

We have multiple reports that you can run if you want to get an overview of your expenses. You can go to the Reports menu and look into the What you owe and Expenses and vendors section. 

 

To run a list, you can use the Transaction List by Vendor report. Let me show you how: 

 

  1. Go to Reports.
  2. Enter in the search field and select Transaction List by Vendor.
  3. In the Report period drop-down, you can select Calendar year or enter the specific date (From and To).
  4. Click Run report to refresh.

I have here articles that you can look into when pulling up report: 

 

Let me know if you need anything else. Take care!

 

6 replies

Mar 18, 2021 5:07 AM UTC

I can help you run an expense transaction list report, deborahmitchell-.

 

We have multiple reports that you can run if you want to get an overview of your expenses. You can go to the Reports menu and look into the What you owe and Expenses and vendors section. 

 

To run a list, you can use the Transaction List by Vendor report. Let me show you how: 

 

  1. Go to Reports.
  2. Enter in the search field and select Transaction List by Vendor.
  3. In the Report period drop-down, you can select Calendar year or enter the specific date (From and To).
  4. Click Run report to refresh.

I have here articles that you can look into when pulling up report: 

 

Let me know if you need anything else. Take care!

 

Mar 21, 2021 8:52 PM UTC

Thank you.  Just what I needed...I was so confused.  Thanks again for your help.