Transaction Details by Account Report

By |2021-07-16T15:25:24-05:00March 23rd, 2018|Comments Off on Transaction Details by Account Report


Displays accounts having transactions within a defined date range.


1. Filter Accounts

a. Include Subaccounts

2. Include Transactions that have

a. Cleared

b. Not Cleared

c. Or Both

3. Transaction Types

4. The ability to choose a date range using the choices provided or to customize which dates you would like to view

5. Additional Filtering

a. Select Customer/Vendor/Employee – All or a select Employee

b. Department

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HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.


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