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PASS CX - Transactions by Date

This statement will list out all financial activity for a specified time period.

 To retrieve a copy of your Transactions by Date:

1.   Log into PASS

2.   From the PASS Dashboard, select Financials to expand it.

3.   In the Financials menu, click on Transactions by Date.


4.   Enter the desired dates by using the LOOKUP ICON to select the dates.

5.   Click on the Process button.

6.   Click on the View Results button to generate a PDF.


Your Transactions by Date will pop up in a new tab as a PDF that can be saved and/or printed.

Keywords:PASS, CX, Dashboard, Account, Activity, Statement, Transactions   Doc ID:103188
Owner:Nick R.Group:UW Platteville
Created:2020-06-18 11:50 CDTUpdated:2021-06-17 14:15 CDT
Sites:UW Platteville
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