Loan Transactions Report

Use the Loan Transactions report to see a list of payments and deposits in your loan accounts.

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

HINT-- Use Loan accounts for money that you owe, that isn't a credit card. Loan accounts can include mortgages, equipment loans, lines of credit and any other money that you owe to someone.

To view loan 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 the table, use the Custom Layouts command.

For more about using reports, click here.

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