Documentation Index

Fetch the complete documentation index at: https://help.infoodle.com/llms.txt

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Viewing Transactions

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The Transaction List gives you a complete view of all financial transactions recorded in infoodle. You can search, filter, sort, and customise the columns to find exactly the transactions you need.

How to view transactions

  1. Click or hover over Finance on the navigation menu on the left, then click Transaction List
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  2. On the Transactions list you can search and filter by Date, Name, Account Code, Batch, and Type using the column filters.
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  3. Click on the eye icon to be able to see more detail on a single transaction which will open on a new page
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You can also access the Transaction list by going to FinanceTransaction processingTransactionsFind

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