The Transactions Page provides transaction data within a particular Bucket. In this page, transaction data and purchase orders can be reviewed.
Review Transactions
-
In Manage, select Buckets.
-
Choose the drop-down menu Budget Name and Role Name.
-
Select View Details of the Bucket you would like to review.
-
Select Transactions.
You may also filter accounts by Fiscal year.
Filter Accounts
-
In Manage, select Buckets.
-
Choose the drop-down menu Budget Name and Role Name.
-
Select View Details of the Bucket you would like to review.
-
Select Transactions.
-
Select Filter By.
-
Enter the filter requirements.
-
Select + Add Scope to add additional filters.
-
-
Select Apply Filter.
Filter Accounts Options
Fields
-
Account Code
-
Funds
-
Locations
-
Objects
-
Functions
-
Po No
-
Invoice No
-
Vendor Name
-
Description
-
Source
-
*(Transaction) Date
Operator
-
*is
-
*is not
-
between
-
not between
-
starts with
-
ends with
-
does not start with
-
does not end with
-
matches
-
does not match
-
* This Month
-
*Last Month
-
*This Week
-
*Last Week
-
*Past 30 Days
-
*Past 7 Days
-
*Yesterday
Value
-
Custom
Date options are only available on the transaction date.
Group Accounts Options
-
Account Code
-
Funds
-
Locations
-
Objects
-
Functions
-
Po No
-
Invoice No
-
Vendor Name
-
Description
-
Source
-
*(Transaction) Date
Export Bucket Transaction Details
-
In Manage, select Buckets.
-
Choose the drop-down menu Budget Name and Role Name.
-
Select View Details of the Bucket you would like to review.
-
Select Transactions.
-
Select Export.
The export will be sent to the email address associated with your account. Ensure that [email protected] is on your list of approved senders.