New: Account Transactions Report

In recent months we've been working hard on changing the level of detail we sync via our accounting system integrations. This new Account Transactions report is the first report in Calxa to make use of the extra transaction detail we now have available.

Use the Account Transactions report to analyse transaction detail for individual accounts or business units with various grouping options available to provide further analysis and reconciliation of numbers based on the selected Account Tree and Business Units Tree.

Please note to use transaction based reports your organisation must be syncing transactions. Currently the following integrations support transaction syncing.