The Transactions screen in Manager.io displays all general ledger transactions across all accounts and periods. This consolidated view is useful for finding, filtering, or summarizing your transactions.
Navigate to the Summary tab on the left-hand menu.
Click the Transactions button located at the bottom-right corner of the Summary screen.
Edit Columns: Use the Edit Columns button to specify which columns should be displayed. This allows you to tailor the information shown to your specific needs. For more details, see the Edit Columns guide.
Advanced Queries: Utilize the Advanced Queries feature to filter, sort, or group your transactions by predefined parameters. This is helpful for analyzing specific subsets of your data. Refer to the Advanced Queries guide for more information.
Copy to Clipboard button lets you copy transactions for use in external spreadsheet programs like Microsoft Excel. This is useful for further analysis or reporting. See the Copy to Clipboard guide for instructions.By following these steps, you can efficiently manage and analyze all your transactions within Manager.io.