Showing Transactions

As transactions are entered into a batch, you may need to review what has been loaded. There are two ways of viewing this list:

Method 1

1. Click Finance on the Navigation Menu.
2. On the Transaction Processing screen, click Transactions.
3. Click either Add a transaction, Add collective transaction or Add in bulk.

4. Select the relevant batch from the dropdown menu and click CHOOSE.
5. Once the batch is open click the SHOW TRANSACTIONS button and a Transaction List will pop up.

6. From here you can click the Export button to generate an excel report for printing or further analysis.

Method 2

1. From the Transactions processing screen click Transactions.
2. Click Batches.
3. Find the batch you are interested in.
4. Select View transactions from the Choose a function dropdown menu.