Transaction history, the basis of the report

Transaction history, the basis of the report

Whooing's main report is the transaction history. In this report, all transaction details are basically displayed in chronological order, and you can edit or delete each transaction. However, transaction history provides a ton of additional functions for basic transaction inquiry and history. There are a lot of lovely reports, but no one will be as lovely as your transaction history.

Various search conditions

Various functions are arranged in the inquiry form in the transaction history.

-If you press ~ between the start date and the end date, the start date is copied to the end date. -If you click'Separate' in the item field, you can specify the left and right items separately. -The item field searches for matching items by default. However, you can use * (universal symbol) to replace all characters, such as *search word and *search word*. -When searching for parentheses, enter a search term enclosed in parentheses, such as'(search term)' in the item field. -If you click Detailed Display, the memo field and the amount range field are activated.

Related reports

Depending on the search conditions, necessary hidden detailed reports are displayed. For example, if you search for an asset item, a report is activated that shows the change in the balance of the item and the flow of funds based on that item. When searching the total cost or profit, a chart graph of each detailed item is displayed, and when searching for an item, the total of the items in the item is displayed.

Multi-selection tool

Management in the transaction history can be more convenient. If you're connected from a computer, try clicking and dragging an empty space in the transaction. You can select up to 60 items at once, and if you click the edit button at the bottom in that state, you can make bulk changes to specific fields (date and item, etc.) of the transaction. You can also select similarly and'reenter' or'delete' at the bottom.

Total within period

The total sum of each transaction is displayed for the searched period. In the case of an unconditional full inquiry or an asset or liability inquiry, the accumulated amount from the start of the household account book to the searched period is displayed. It is a concept similar to the balance of a deposit and withdrawal passbook. On the other hand, if you are looking at the cost or revenue side, it displays the sum of the start and end dates.

The total within the period may not be displayed under certain conditions. This includes searching for items for which no item is specified.