Local Authority Transaction Report

Open Reports → Bank Reports → Local Authority → Local Authority Transaction Report to review local authority transactions during a selected period.

Run the report

1. Open Reports → Bank Reports and select this report.
2. Choose a Period or enter the From and To dates. Date-range Bank reports default to Today.
3. Set any additional filters shown on the report and click Run report.

Choosing a period sets the date fields; it does not run the report. Reset restores the report defaults. There is no separate date-selection step.

Results

Use the controls below the results to change pages or records per page. Any result count and totals above the table describe the matching results, not only the current page. If nothing matches, the report displays a No results found message.

Use the available Export and Print actions at the top right of the report. Where Export is offered, it includes the matching report results across pages.

Delete entries made in error

1. Run the report for the relevant dates and filters.
2. Select the checkboxes beside the entries you want to delete on the displayed page.
3. Enter a deletion reason.
4. Click Delete and confirm the action in the confirmation window.

You must select at least one entry and provide a reason. If a row has an information icon instead of a checkbox, hover over it to see why deletion is unavailable. Access to deletion depends on your permissions.

For current balances without a date range, use Local Authority Balances Report.