Transaction Log

The Transaction Log displays line item transactions filtered by custom criteria.

The Transaction Log can be found in the Reconciliation Reports section of the Financial Dashboard.

  1. Select the enrollment year for which you would like to view transactions
  2. Select the transaction types to include on the log
  3. Select the payment methods to include on the log
  4. Select the transaction categories to include on the log
  5. Enter a date range, or leave blank to search all dates
  6. Use the slider to filter by a specific transaction amount
  7. Enter a full or partial description
  8. Click Run Report.

The Transaction Log matching your criteria will display.

  1. Click to print the report
  2. Click to export the report as a spreadsheet
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