Income and Expense Report for Transaction Codes

You can review a breakdown of transaction activity across accounts under Transaction Code, Income and expense report from Analysis, Dashboards.

Note: Keep in mind, you can configure up to five custom transaction codes. For example, you can create transaction codes for "Grant" and "Spendable", depending on your business needs. The name you enter appears as an available dashboard in the web view. To define transaction codes, you must access Transaction Codes in the Configuration module of Financial Edge 7.