How To Generate a Transaction Report in Thrive

Trojan Support User
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16 steps
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42 seconds

Thriveaccounts

Navigate to <https://app.thriveaccounts.com/> and open the Purchases module.

Click "Transaction List"

Click "RUN REPORT"

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

On the left will be the transaction period, type, date, 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.

The grand total for all transactions, totalling the net, tax, and gross amounts for each currency, will be at the bottom of the report.

You have several options for filtering your report - choose a supplier account to see only transactions attached to a supplier account,

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

or enter a range of dates to filter your transactions to.

You can also choose a transaction type to only see those transactions on the report,

and filter to transactions in a specific currency.

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

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