How to Re-Create a Posting Report

If you've missed a posting report, you can regenerate it after the fact at any time. It can be run in Transaction order or Account order.

1) From the Left Panel, navigate to Reports > Posting Report by Transaction or Posting Report by Account

2) Add filters and select the appropriate accounts

• Filter by Bank, then search for the transaction in the applicable tab

• Select from Available transactions on the right and click right arrow to bring over the transaction To Apply to report

• Click Run report.

Protip: Make sure to select the correct Bank filter, otherwise the report will not return any results

3) To generate a Posting Report by Account, select the applicable transaction. Click Run Report.

 

Questions? Need more help?

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