Account code transaction history
Analysis of general ledger account codes has been introduced. This report allows you to view the activity of individual account codes.
One way of accessing the tool is to view your monthly profit and loss statement or balance sheet. In the example below we are viewing the profit and loss.
To get the detail behind the highlighted balance of 3,616 you would click on the balance to bring up the account code transaction activity for the Revenue account in the month of January. This is shown below.
The report can also be accessed from Reports > Transactions.
By selecting a different account and date range you can tailor the report for your purposes.
Clicking on a balance will provide further information about the transaction such as the corresponding invoice or payment.