Query to pull GL transactions in work and history from a recurring batch

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Posted on 21 Jul 2015 20:18:44 by Community Member

Hello,

I need a query to pulling transactions from a recurring batch. My accountant records all her Amex activity in a recurring batch each month. I need to pull this information on a regular basis for my monthly financial information. Right now my accountant is manually putting this information into an excel spreadsheet. Is there anything out there that I can just query on batch id? I didnt see anything in smartlist.

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Community Member on 23 Jul 2015 at 18:47:31

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RE: Query to pull GL transactions in work and history from a recurring batch

You should be able to run the the tender summary report. It is under the reports -> misc category.