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Financial transactions

 

Transactions

 

A transaction is either an item of income or expenditure that is recorded in the FMS. Each transaction

is coded to a Fund, Section, Analysis Code and Optionally, Sun Analysis Code.

 

 

Financial Transactions Screen

 

Select the account Year (This will default to current year)

 

 

Financial Transaction Quick Search and Filters

 

Use Transaction From/To date or dropdown periods to amend to amend display

 

 

 

 

Filters:

 

Select any column, click on the heading to change ascending/descending order type in any value

in the box under each column heading. Will default to "Begins with" but clicking on the symbol

gives a dropdown list of filtering options.

 

 

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