Show Transactions

What is the Show Transactions screen?

It's a list of all the different transactions in the different account categories in FreeAgent.

Accountants also sometimes call it the General Ledger or Nominal Ledger.

Reach it by choosing Show Transactions from the Reports section under the Accounting menu.

This is what you'll see.

Why is this screen important?

This is a very useful screen because it lets you see the transactions that make up any of the figures in your profit and loss account, trial balance, or balance sheet. You can also reach the Show Transactions screen quickly from any of these reports by clicking on the figure you're interested in, to drill down into it.

You can filter the Show Transactions screen like this.

Choose which dates you want to see transactions for. This lets you go back and look at transactions from previous accounting years.

And choose which account you'd like to see transactions for. Or, you can choose to look at all the transactions at once.

In some cases, you can also click on any transaction in the Show Transactions screen to go back to the original entry for that transaction. For example, I can click on this line under Sales...

...and go to the invoice.

So as you can see, the Show Transactions screen is very useful if you're trying to trace the history of any of your figures in FreeAgent.