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CCH Software User Documentation

Transaction Lines

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This reports displays a detailed breakdown of each transaction posted into the bookkeeping system, all transactions are up to date, which allows you to review your transactions. All Twinfield reports can be exported to the following file formats.

  • PDF
  • CSV
  • XML
  • Excel

Select ‘Financial professionals’ clipboard_e362f3342953a163eefaca7f04ccc2fb3.pngthen ‘Transactions’ clipboard_e04ed62fd7e6ea9821282bbdf3ec5e211.pngfrom the ‘Menu bar’.

You can select the following file criteria:


Click 'Next' to display the report.



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