This report provides a comprehensive overview of FlexFund transactions processed within a specified date range
To access the Flexfund transaction report kindly follow these steps:
1. Access the Settings Menu:
Initiate the process by navigating to the "Settings" menu.
Within the "Settings" menu, specifically, locate and select "Office Settings."
Once you are in the "Office Settings" section, please identify the subsection titled "My Office Settings."
Within this subsection, proceed to locate and click on the option labeled "Flexfund Options."
Path: Settings > Office Settings > My Office Settings > FlexFund Options > View the FlexFund Transaction Report
2. Access the Transaction Report:
On the right-hand side of the screen, locate and select the option labeled "View the FlexFund Transaction Report."
Upon clicking this option, the system will seamlessly redirect you to the respective report.
This report comprehensively details FlexFund transactions processed within the selected date range. To enhance your analysis, you can employ the provided filters, allowing you to refine your search by criteria such as date range, specific dates, inspections, or payments as needed.
Furthermore, on the right-hand corner of your screen, you will discover additional options that can be effectively utilized as follows:
Favorite: This option allows you to save your current selections within the report. This feature enhances the efficiency of your search by permitting quick access to your preferred settings in future sessions.
Print: By selecting this option, you can either print the report or save it as a PDF document. This functionality provides you with the flexibility to generate a hard copy or a digital version for your records.
Download: This feature enables you to download the report in Excel format. You can utilize this option to extract the data for further analysis or storage in a spreadsheet.
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Need more help?
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