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How to see all transactions included in an accounting period

Question/Problem Statement:

 

Is there a consolidated report that can generate all transactions that are included in an Accounting Period Summary? It is cumbersome to generate a data source export for each transaction type.





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Re: How to see all transactions included in an accounting period

Solution:

 

Instead of generating report per transaction type, simply navigate to:

 

Z-Finance > Accounting Periods > Accounting Periods tab > select the accounting period name > click Balances tab > click the 'Download Detail' link next to Accounts Recievable Transactions.

Download Detail.png

 

This will allow you to extract ARRollForwardDetailExport.csv that contains all transactions posted in the chosen Accounting period. 





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