Transactions (Manage)
Transactions Page Overview (Manage)
The Transactions Page provides transaction data within a particular Bucket. In this page, transaction data and purchase orders can be reviewed.
Review Transactions
In Manage, select Buckets.
Choose the drop-down menu Budget Name and Role Name.
Select View Details of the Bucket you would like to review.
Select Transactions.
You may also filter accounts by Fiscal year.
Filter Accounts
In Manage, select Buckets.
Choose the drop-down menu Budget Name and Role Name.
Select View Details of the Bucket you would like to review.
Select Transactions.
Select Filter By.
Enter the filter requirements.
Select + Add Scope to add additional filters.
Select Apply Filter.
Filter Accounts Options
Fields
Account Code
Funds
Locations
Objects
Functions
Po No
Invoice No
Vendor Name
Description
Source
*(Transaction) Date
Operator
*is
*is not
between
not between
starts with
ends with
does not start with
does not end with
matches
does not match
* This Month
*Last Month
*This Week
*Last Week
*Past 30 Days
*Past 7 Days
*Yesterday
Value
Custom
Date options are only available on the transaction date.
Group Accounts Options
Account Code
Funds
Locations
Objects
Functions
Po No
Invoice No
Vendor Name
Description
Source
*(Transaction) Date
Export Bucket Transaction Details
In Manage, select Buckets.
Choose the drop-down menu Budget Name and Role Name.
Select View Details of the Bucket you would like to review.
Select Transactions.
Select Export.
The export will be sent to the email address associated with your account. Ensure that support@allovue.com is on your list of approved senders.