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.

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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.


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





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