Generate a Purchase Transactions Report

This section explains how to generate a report of purchase transactions related to job projects, aiding in financial analysis and tracking. the steps are as follows:

  1. Navigate to Job Projects > Costs > Purchase Transactions Report.
  2. Generate Report:
    • Job Project – Choose the relevant job project.
    • Date Range – Select the date range for the report.
    • Report Format – Choose the format (HTML or CSV).
  3. Click on ‘Generate’ to view the report.
  4. Use the ‘Export’ option to save the report in the desired format.

For more detailed instructions, please refer to the Job Projects > Costs > Purchase Transactions Report article.

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