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 "Reports" menu.
Within the "Reports" menu, specifically, locate and select "My Reports"
Once you are in the "My Reports" section, please identify the subsection titled "Financial Reports"
Within this subsection, proceed to locate and click on the option labeled "Flexfund Transactions & FlexFund Batch Report"
Path: Reports > My Reports > Financial Reports > FlexFund Transactions Report & FlexFund Batch Report |
2. Access the 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.
Need more help?
If you have any questions about this process please let us know! You can reach us by chat, email at help@inspectionsupport.com, or phone at (800) 700-8112.