How can I view our transaction history by date?

Here's how you can use your Payment Journal to view all payments recorded on your account.

Written by Colin Connor
Updated over a week ago

You can view a record of all payments entered into the system from the Payment Journal.

First, click Reports at the top of your screen.

Next, select the Payment Journal and select the year.

Then, click 'Run Report'.

Finally, you can click 'Download' to receive an excel document with the report broken down by month!