Contact Transactions – Cash report

Access this report from the Contact Transactions – Summary report to see all your spend and receive money transactions for a contact over a given period. This report may be helpful to check for cash transactions accidentally created during bank reconciliation in place of invoice payments.

Access and run the Contact Transactions – Cash report

  1. In the Reports menu, select All Reports.
  2. Under Accounting, click Contact Transactions – Summary (New).
  3. Select a contact.
  4. Select a date range.
  5. (Optional) Click Report Settings to refine your report.
  6. Click Update to run the report with the settings you've chosen.
  7. Click anywhere in the Cash section to view the Contact Transactions – Cash report.
You might like to save this as a custom report if you would like to access it directly in future.

Customise your report

Click Report Settings to customise your report.

Image showing report settings fields.