This report will list the transactions for each client that has been included in the Personal Allowances module. Click on the "Reports" tab and then select "Resident" followed by "Allowances" and then "Account Transactions" from the menu options list.
The "Transaction History" screen will appear.
In the case of a multi-home installation, you can select a specific home or leave blank for all homes. Next, select a resident or leave blank for all residents, you also have the choice of selecting a specific "Account Type" or again you can leave blank to include all types. Choose the required date range and select your output type (screen or printer). Finally click on "OK" to continue.
You will be asked to confirm your choice.
Click on "Yes" to continue or "No" to cancel.
If you selected "screen" as your output type, a print preview will now be displayed allowing a final check before printing, the report can now be printed or exported from this screen.
