Introduction to transaction list report

The Transaction List report will list all Sales and Bank transactions on record for your company that have a customer account attached. This guide will provide an overview on the report, with step by step instructions and a detailed video on the layout, filtering, and downloading the report.

Table of Contents

• Introduction to transaction list report
• Table of Contents
• Steps on how to use the transaction list report
• Video walkthrough on how to use the transaction list report

Steps on how to use the transaction list report

Video walkthrough on how to use the transaction list report

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