Financial Transactions

This report displays a list of financial transactions at your organization, organized by transaction type.

 

To run the Financial Transactions report:

Step 1:  Navigate to Reports > Financial Transactions.

 

Step 2:  In the Financial Transactions Report area, do the following:

  • From the Account types list, select the account type(s) to include in this report.
  • From the Financial transaction type list, select the transaction type(s) to include in this report.

    Note: Click All by a list to select all available options in a button’s respective list, or hold down the Ctrl key while selecting to select multiple list items.

  • To define the date range for this report, do the following:

    • In the Start date field, type or select the starting date for this report.
    • In the End date field, type or select the ending date for this report.
  • From the Date based on drop-down list, do one of the following:

    • To run the report based on the transaction entry date, select Entered Date.
    • To run the report based on the day a transaction was posted, select Post Date.
  • From the 1st sort by drop-down list, select the primary factor for sorting the report.
  • From the 2nd sort by drop-down list, select the secondary factor for sorting the report.
  • Select Use Reference 1 as a reference to use the Reference 1 field as a label.
  • Select Include account type summary page to print a summary page for each transaction type.
  • Select Include account level detail to display the account number for each transaction.
  • Select Include line item detail to display the line item type for each account type.
  • Select Include accounting code to include, for each line item, any associated accounting codes your organization may use.
  • Select Include line item summary to display a summary of each line in the report. The line item summary appears in the Amount column.
  • Select Chart to print a graphical representation of the financial transactions at your organization.
     

 

Step 3:  Click Run Report. The report displays in the lower half of the Report screen.     

Note: If you need to cancel while the report is generating, click Cancel.

 

Step 4: To view or work with the data in the report, do one of the following:

  • To view the table of contents for the report, or page thumbnails, click the Table of Contents  button.
  • To print the report, click the Print  button and follow the prompts in the Print dialog box.
  • To view details of an account or debtor in the report, click the blue hypertext link for the account number or debtor name.
    Note: The account or debtor details opens in a new tab, so you will not lose your report.
  • To find certain text in the report (like a name or title number), click the Find  button and follow the prompts in the Find dialog box.
  • To view multiple pages at one time, click the Multiple Page View  button and select the number of pages you want to view at one time in the report window.
  • To view the report in a continuously scrolling format, click the Continuous Scroll  button.
  • To view the report a single page at a time, click the Single Page View  button.
  • To zoom in or zoom out on the report, do one of the following:

    • Click the Zoom Out/Zoom In  buttons.
    • Select a zoom level from the Zoom Out/Zoom In drop-down list .

Main Support Line:

          
All Support Team Members (866) 684-7387 RR_Support@revq.com
Chris Stickney (Support) Ext. 5673 Chris.Stickney@revq.com
Angel Davis (Support) Ext. 5756 Angel.Davis@revq.com
Kellie Mendenhall (Trainer)   Ext. 5676 Kellie.Mendenhall@revq.com
Aaron Burge (Installation) Ext. 5710 Aaron.Burge@revq.com

 

Mailing Address

4400 NE 77th Avenue, STE 100
Vancouver, WA 98662