How to Create a Transaction Log

This article will guide you through generating a log of all transactions occurring within a specified date range.

Accessing Financial Reporting

1. Log in to your Member365 Administrator Dashboard.

2. On the top bar, click ‘Financial‘. Then, hover over 'Reports' on the dropdown menu and and click ‘Journal Entries‘ in the subsequent dropdown.

Creating a Transaction Log

3. Select whether you would like transactions listed by the date they were reported to have occurred, by the date when the system logged them, by the date they were paid, or by the date they were refunded 

4. Then select the date range for your report

5. Click ‘Generate Report‘. If you notice missing date entries, switch the date type and try again.

Congratulations, you have created a transaction log!