How to Check Your Transaction Report (Mobile)
Steps
Step 1: Go to the homepage.
Step 2: Scroll down the Quick Actions and tap on Reports.

Step 3: Tap on Transaction Report.

Step 4: At the top, you will see filter options where you can filter either by users or date.
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To filter by users, tap on All Users.
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To filter by date, tap on This Month.
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Step 5: You will now see a breakdown of your transaction activities, including:
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Sales & Income
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Paid Invoices
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Debt
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Suppliers
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Wallet Withdrawal
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Expenses

Troubleshooting
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Not seeing recent transactions?
Make sure the correct date filter is selected (e.g., Today, This Week, This Month). -
Transactions missing from report?
Confirm the transaction was recorded under the right category (e.g., Sale, Expense, Supplier payment). -
App not loading the report?
Refresh the page or check your internet connection. If the issue persists, log out and back in.
FAQs
Q: Can I export my transaction report?
A: Yes, after filtering, tap on View Report to export in PDF or CSV format.
Q: Can I see who recorded each transaction?
A: Yes, when you filter by users, you’ll be able to see transaction activities per staff member.
Q: Does the report update automatically?
A: Yes, every transaction recorded is updated in real-time.