Contact Transactions report
The Contact Transactions report is generated only as a result of drilling down from the Expenses by Contact or Income by Contact reports to see the list of transactions for the individual contact within either of these reports.
Your user role determines whether you can see this report, and whether you can save and publish it.
If you are viewing a report produced by someone with the Adviser user role, you may see notes or a summary on the report.
Generate the Contact Transactions report
- From either the Expenses by Contact or Income by Contact report, click into the contact name.
- Choose a time frame, then click Update to view your report.
This report shows either expense transactions or income transactions depending on which report you are drilling down from.
The list of transactions shows all amounts for the chosen Contact, for the period of the report.
Click on the transaction to view the source of the transaction for example the invoice, bill, credit note, bank transaction or expense claim.