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I’m doing my taxes. How do I find a breakdown of transactions (what was paid in cash, card and bank transfer)

< 1 min read

To view / export your transactions head to Reports > Transactions

1. Head to your Transactions (Reports > Transactions) #

Financial Transactions - KRIYA Booking System
Financial Transactions – KRIYA Booking System

2. Select the Date filter. #

If your date range include more a calendar year then select ALL.

Select Date Filter Transactions
Select Date Filter Transactions

3. (Optional) Use the Search table filter to select specific type of transactions. #

You can filter and export a group of transactions (Eg. cash transactions)

Cash Transactions Filter - KRIYA System
Cash Transactions Filter – KRIYA System

4. Scroll Down and click on the [Export] button #

Export Transactions - Kriya Software
Export Transactions into CSV or PDF

5. You can then import this CSV into Excel and do final data filtering, removing rows, columns, etc #

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