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

Posted on by Microsoft Employee

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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  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    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.

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