How to View All Transactions
All Transactions
The All Transactions section allows landlords to view, filter, and track all financial transactions related to their properties. This provides a detailed record of income and expenses, helping with accounting, reporting, and auditing.
Filters
- Head:
Select the main transaction category (e.g., Rental Income, Property Maintenance & Repairs). - Sub Head:
Select a subcategory under the main head (e.g., Plumber Fees, Residential Rent). - Date From / Date To:
Select the date range for transactions to view. - Order By:
Choose how transactions are sorted, e.g., Latest First or Oldest First.
Transactions Table
The table displays all transactions matching your filters. Each entry shows:
- Trans Date: Date of the transaction
Example: 18-Dec-2025 - Head: Main transaction category
Example: Property Maintenance & Repairs - Sub Head: Subcategory of the transaction
Example: Plumber fees - Remark: Any additional notes related to the transaction
- Expense (Dr): Amount spent
Example: £200.00 - Income (Cr): Amount received
Example: £1,100.00 - Attach: Any files attached to the transaction, such as receipts or invoices
- Action: Options to edit or delete the transaction
Total: Expense £200.00 | Income £12,100.00
This section provides a comprehensive view of all property-related transactions, helping landlords track their finances, reconcile accounts, and generate reports for tax or audit purposes.