This section gives users the ability to search, view, export or print bank transactions including payments, deposits, and withdrawals.
Use Filters to narrow down what you are looking for.
- Status: All, Cleared or Not Cleared
- Date Range: Select the date range of transactions.
- Bank Account: Select the Bank Account.
- Voided: All, Yes or No
Click on the column header to sort the column. In the example below, the information is sorted by Date in descending order.
Resize columns by hovering over a column header until the column is highlighted and move to the outside edge of the column until your cursor changes to horizontal arrows. Click and hold to slide the edge of the column in either direction to the preferred size.
Reorder columns by dragging and dropping.
Clicking on the Type will open the Payment, Deposit or Withdrawal.
Export the results to a .csv file or Print to a .pdf file.