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Lesson 4 Working with Your Data

Lesson 4 Working with Your Data
 

Overview

When you connect an account to Greenback, your transactions are pulled in from that account and categorized based on type. There are two types of transactions: sales and expense.

This lesson covers:

  1. The anatomy of a transaction
  2. Filters & Search
  3. Reports

The Anatomy of a Transaction

An Expense in Greenback consists of three different transaction types:

  • Purchase
  • Bill
  • Reimbursement

When you export an Expense from Greenback to your accounting file, each type maps to an Expense transaction in the accounting file.

A Sale in Greenback records both the sale and the payment. A Sale consists of two transaction types:

  • Sales Receipt
  • Refund

When you export a Sale from Greenback to your accounting file, each type maps to either a Sales Receipt (immediate payment) or a Refund in the accounting file.

-> The Anatomy of a Transaction Guide

Filters & Search

When viewing transactions on Greenback you use the filter and search bar to refine the view and search within the record set.

-> Filter Your Transactions Guide
-> Search Transactions Guide

Reports

The snapshot report looks at all transactions within the current context and provides a sum of sales, refunds, expenses and reimbursements. The graph displays data on a daily, weekly, monthly or quarterly view.




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