How to use the Transaction List Report in Thrive Accounts

Trojan Support User
18 steps
2 minutes

Thriveaccounts

Navigate to <https://app.thriveaccounts.com/> and open the Sales Module.

Click "Transaction List"

Click "RUN REPORT"

In the report, Thrive will print a list of all Sales and Bank transactions on record for your company that has a customer account attached. This is listed in alphabetical order, with the Bank module containing payments and receipts, then the sales module transactions.

On the left will be the transaction period, type, number, reference and code.

In the middle will the account name and currency of the transaction

On the right will be the net in currency used for the transaction and home currency, followed by the Tax and gross.

Beneath the transactions will be a footer totalling the amounts for net, tax and gross.

You have several options for filtering your report, such as entering a customer account to see only transactions related to a specific customer.

You can enter a range of periods here to only see transactions created in that range,

and the same for a range of dates.

Choose a transaction type to only see those transactions,

or choose a sales type, rep or currency.

You can change the type of report from detailed to summary using the transaction type dropdown.

Click "Summary" to view the summary version,

and click "RUN REPORT" to generate the summary.

This will show the summary total for each transaction type, with a grand total at the bottom.

Lastly, you can export your report to a CSV file or to a PDF using the download icons in the top right.

For any further information on the Transaction List report, contact the support team.