How do I create a Journal Entry Report

In this article, we'll walk you through the process of creating a Journal Entry Report inside Traction.

 

 

1.  Navigate to Reports, Accounting, and expand the Cash section.  Click on Journal Entry Report

2.  Select the Entity you would like to see journal transactions for. Filter the report by ID, select the Start and End transaction ID you would like to search for or select the Last Entry or Last Ten entries, then select Update Report.  

OR you can filter the report by Date and select the date range, then select Update Report.

3.  Select the More filter to hide voided entries and/or descriptions

4.  Select the drop down in Entries under the More filter option to filter your report to show Payments, Deposits, Transfers and/or Manual Journal Entries.  

 

5.  After updating the report you can choose to either print the report or export the data in CSV format.