Transactions

Overview

The Transactions tab shows:

  • All transactions in the last 90 days for all accounts where you are account manager

  • Labor detail for labor transactions

  • Purchase detail for most eShop purchases

Key Functions

You can use the Transactions tab to:

  • Sort by Project and Account to scan quickly for information.

  • Filter the page to focus on particular dates, projects, or accounts.

  • Click a row to see a Details panel with the business purpose and other details.