Transactions Check Register

Overview

CMPOnline’s Transactions Check Register is a feature used to track all transactions based on a bank account and date range. Compared to seeing transactions on a per file basis, this allows users to view transactions across all files at once for easy access. 

Setting the Transactions Check Register

1. Navigate to Accounting > Transactions.
2. At the top of the screen, if you do not already see the options to select a bank account and date range, click “View Filter”.
3. Within the Bank Account dropdown, select the bank account whose transactions you would like to view.
4. Enter a date range for the desired transactions by using the Start Date and End Date fields.
5. Click “Apply Filter”.
6. Once the transactions have loaded, you can search, sort, and export as needed using the grid buttons provided.

Transactions in Detail

1. Double-clicking a row in the grid will open a transaction detail view of the transactions that make up that row.
2. Once in the detailed view as shown below, you can double click file numbers to navigate to that file.

Transaction Check Register Video Highlight