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Tip
To do this, the tenant needs to access their tenant view first - as outlined here: Access tenant view on the MyAgency app

1. Access transactions option

From tenant view:

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2. Transactions list

All transactions for the tenancy are displayed in a list with the newest transaction at the top
Filter options can be used
(see step 3)
The Balance is shown below each transaction
Scroll to bottom of list to view the Balance for the month, showing figures for Total Incoming & Total Outgoing

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3. Filter option

Transactions can be filtered by type and/or date

Click Filter (top right of main screen shown in step 2)
Select required Transaction Type
and/or select Date Range
- Click a type to select it - only one type can be selected
- To select a range, click the first required date then the end date
Click Apply (bottom of screen)

To remove applied filters:

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4. Download option

The current list of transactions can be downloaded to a PDF file

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Info
The list of transactions in the downloaded file reflects the list displayed in the app before choosing to download - i.e. if the list was filtered to show just invoices from September 2020, just those transactions will be transferred to the downloaded PDF file

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