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How to Run a Transaction Detail Log by Project

Modified on: Fri, Sep 2 2022 8:20 AM

How to Run a Transaction Detail Log by Project 


Document Overview 
- Ability to filter total costs currently hitting a project by phase and category 
 
Sample Completed Function Below. 

 

  1. Job Costing 

  1. Logs 

  1. Transaction Detail 

 

 

  1. Enter the Company number 

  1. Enter the Job number 

  1. Enter the Phase number (optional)  

  1. Click Apply Filter 

 

 

  1. Click Export to download the report; the report will generate as an Excel file 

 

 

  1. A new window will appear; when the report downloads, double click to open  

 

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