Transactions

Transaction Basic Filters
Basic Search Options: At the top of the Transaction screen, there is a basic search (filter) bar. Here you have options to search by: 1. OO/PS (Othe...
Wed, 2 Aug, 2023 at 8:13 PM
How to Navigate to the Transaction Screen
How to navigate to the Transactions Screen? There are several ways to reach the Transaction screen.  Accounts Page a) Right Click: Search/find t...
Thu, 3 Aug, 2023 at 7:56 PM
What is the Transactions Screen
The transaction screen contains all the detailed data that generate all other reports found in Beacon Finance. Think of the transactions page as a history o...
Mon, 7 Aug, 2023 at 3:39 PM
How to Save a 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...
Mon, 7 Aug, 2023 at 3:40 PM