The Transactions tab provides access to view and report on all charges, payments, discounts, and more. Please read our article on How to Add Transactions to learn more about how to add transaction types, add transactions, and take action on individual transactions.
How to View the Transactions Table:
- Click Billing
- Click Transactions
- Clicking on Transactions opens the Transactions table, which displays all Transactions within the current month for the time-period
To Filter Transactions:
- Type text in the Search Transactions field to find specific Transactions
- Click the down arrow icon next to This Month to filter the table by specific time periods
- Enter custom date ranges to filter the table by custom time periods
- Click the down arrow icon next to the Type to filter the table by Transaction Types
- Click the down arrow icon next to the Center to view transactions specific to a center or more than one
To Run a Report:
- Select the Run Report button
- Complete the fields to filter the information that appears in your report
- Select Run Report
Please contact helpdesk@kangarootime.com with any questions.