SEE Finance Help

Index

General Statements View

General Statements View:

1. The buttons above the "1" marker allow you to show the Transactions Edit View and the Transactions Graph View as well as switching the transaction table between the Transactions List View Table and the Transactions Icon View Table.
2. The "2" marker shows the location of the statements table.
3. The buttons below the "3" marker allow you to create, delete, or reconcile a statement.
4. The "4" marker is above the "Start" date picker, which lets you set the starting date for the statements shown in the statements table.
5. The "5" marker is above the "End" date picker, which lets you set the ending date for the statements shown in the statements table.
6. The "6" marker is above the "Reconciled Balance" text field, which shows the reconciled balance for this account based on all the reconciled transactions in your transactions register.
7. The "7" marker shows the location of the view where the transactions are displayed for the selected statement.
8. The "8" marker is to the left of the search field, which allows you to sort through the selected statement's transactions.

Notes:

• The "Transactions List View" tables have optional columns that can be shown or hidden. You can Control click the table to display the table's contextual menu with selections for setting the optional columns and column sorting