Use Syft’s transaction list to view underlying transaction-level data or your general ledger across both the Profit & Loss and the Balance Sheet.

Transactions for accounts in the chart of accounts include:

The transaction list contains all your accounting software and system transactions. Navigate to "Analyze" > "Transactions" and click on the "Transaction list" top tab.

Click on any of the arrows next to an account to drill down into the detailed transaction history. The transaction list can be exported to PDF, Excel, Report, or Spreadsheet Link on Excel. You can also add it to a report template.

You can also add tags to your Transaction List to help give context to transactions. You can then filter your Transaction List according to these tags. The main reason we love this feature is its capability to tag acquisitions or disposals in your financial statements. Click on the dropdown arrow next to any account and hover over the line under the "Tags" heading. After this, click "Click to assign any tag," and then a list of your added tags will pop up.

Filter for "No grouping" to see the tags you've added. If you've created tags elsewhere on Syft, these will also appear in your Transaction List.

Select custom dates and which account details to show. You can filter for groups, source types, descriptions, tags, or accounts, as shown in step (1). Additionally, search for specific transactions in the search bar.

Clarify is useful when you encounter unclassified transactions and would like clarification from clients or team members. For example, transactions will be posted to a transaction list without all the relevant information to contextualize them. With this tool, you can keep track of every request for clarification, giving you a clean audit trail.

Navigate to "Transactions" > "Transaction list" within "Analyze" and select the transactions you would like clarification on. Then click the "Clarify" button.

You will then be prompted to select how you would like to send the transaction from the following options:

Click "Next" and you will be prompted to choose from one of the following templates:

Once you've selected a template, click "Next" once again. You will then need to fill in an email address for your recipient and a subject line. You will see that the email is pre-populated according to your previous choices. However, it is editable, and when you are happy with the email, you can click "Send".

Alternatively, navigate to the "Clarify history" top tab to see which other transactions you've asked for clarification on. Here, you have a detailed history of your transaction requests, including their status.

You will also see that you can send a request again, show/hide resolved transaction requests, and filter transaction requests according to the date they were sent, their recipient, or their status.