How do I view and export transactions?

For staff with 'transaction_export' permission, an item called Transactions will appear on the main top menu bar. From this tab you will see the screen below.

You can filter by:

  1. External ID ⇒ the unique transaction ID
  2. Login ⇒ system user that did the transaction
  3. Account ⇒ transactions for a specific account
  4. Vendor ⇒ returns all transactions for a vendor group
  5. Type ⇒ allows you to filter a specific transaction type like cash or credit card
  6. Date range ⇒ enter a beginning and ending date range.

Once you get the filters set as desired, you can export the data by clicking on the 'Download CSV' button on the right side.

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