The Transaction Listing report provides you with a list of transactions based on filters (Search Criteria) you select.
Get to this report from the Transactions menu > Transaction Reports > Transaction Listing Report.
- Customize a report with a listing of transactions sorted by Family/Account and Transaction Date for a specific date range including tax, if collected.
- View totals for debits, credits, and net payments (payments less refunds). Payment totals will reconcile with all other Revenue Reports.
- Provide this report to your accountant, they refer to this as a ledger.
Save this as a frequently used report! Click the Heart iconnext to a report name, the heart will change to redand the report will be listed under the Reports menu > My Reports for quick and easy access!
You can filter the report using any or all of the available Search Criteria and Jackrabbit will compile a report of families who meet ALL of the criteria chosen. In addition, you can filter for a specific family or class.
This report can be viewed/saved to PDF, Excel, HTML, Word, Text, and Tiff format.
You will be able to view the Transaction Listing, with taxes shown (if collected) in a separate column, for the families in your database during the specified date range.
This report format is a favorite of accountants and bookkeepers!