Transactions

Basics of the Transactions Data Screen
How to navigate to the Transactions Screen? There are a number of ways to reach the Transaction screen. The most efficient way to reach the Display T...
Tue, 13 Aug, 2024 at 1:22 PM
How to search for Transactions (Basic)
You can reach the transactions in a number of different ways. The most common mechanism will be from the Transactions Tab. By using the transactions tab no ...
Wed, 10 Aug, 2022 at 3:40 PM
How to customize data columns for the Transaction screen
This video overviews how to add edit and remove columns from the Transactions Page in Beacon Finance. The Display Transactions screen can show an extensi...
Tue, 13 Aug, 2024 at 1:20 PM
How to Save a Transaction Search
Beacon Finance allows you to save reports from the Transactions screen for the future. After you have created a search on the Display Transactions screen us...
Thu, 9 Dec, 2021 at 4:37 PM
Multi Year Transactions
The Multi-Year search feature allows users to find transactions from previous FYs or to search for all transactions with similar criteria.  To sear...
Mon, 2 Oct, 2023 at 1:32 PM
How to Search for a Transaction (Advanced)
More Filters To apply advanced options for filtering your transactions, click the More Filters button.  The Advanced Search options will open in ...
Mon, 23 May, 2022 at 6:03 PM