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Reports

  • Using the Report Builder Utility

    The report builder utility can be used to create one-time and custom recurring daily, weekly, and monthly reports for bookkeeping, historical search, and problem solving. There are two options when cr...

  • Current Transaction and Summary Report

    The Transaction Status report is a pre-defined report listing all transactions in a specific status.  It is automatically generated when you select a status link from the Current Transaction Summary. ...