Escrow Transactions Report

Use the Escrow Transactions report to see a list of all transactions in the escrow accounts that you manage.

HINT-- Use escrow accounts for money that keep track of for someone else. For example, you may need to put rental deposits into an escrow account at the beginning of a lease term.

When you click the Update button, Goldenseal will show you a list of escrow transactions, grouped by escrow account.

To view transactions for a particular date range, change the value in the Date Range field.

To group the transactions in a different way, follow these steps:

  1. Click the More Details checkbox.
  2. Click in the Breakdown popup field, and enter Company Division, Income Tax Class, Main Account Class, Sales Tax Rate, Status or Transaction Type.
  3. Click the Update button to fill in the accounts in the new format.

To change the data that shows in each column of the report table, use the Custom Layouts command.

For more about using reports, click here.