Exploring the Transaction List Report Updates

At Aplos, we are committed to providing powerful and intuitive financial tools. Based on your valuable feedback, we've been progressively updating our reporting suite to give you more flexibility and better insights.

Following the improvements we released for other reports this year (such as the Income Statement and Balance Sheet), we are excited to announce a complete overhaul of the Transaction List Report.

This report is a cornerstone of daily accounting, and these updates are designed to give you the precise level of detail you need, exactly when you need it.

The Best of Both Views: Switch Between Single and Double-Entry

The centerpiece of this update is the new ability to switch between a double-entry and a single-entry view with a single click. We know that nonprofit finance teams need different views for different tasks.

• Double-Entry View: This is the view you know well, perfect for accountants and bookkeepers. It displays the full transaction, showing both the debit and credit lines. This detailed view is essential for in-depth reconciliation, reviewing account interactions, and maintaining a clear audit trail. For example, you'll see a single transaction as both a debit to your checking account and a credit to your contribution income account.
• Single-Entry View: Sometimes, you just need more simplicity. This new view condenses each transaction onto a single line. It's perfect for quickly reviewing a high-level summary, checking a simple list of payments, or sharing a report with board members or staff who don't need to see the full accounting detail.

You can find this new option as a simple "tick box" in the new customization panel, allowing you to instantly change your report's format.

A Consistent, Powerful Reporting Experience

Beyond the new viewing options, the Transaction List Report now includes all the modern enhancements you've seen in our other updated reports from this year:

• Modern Customization Panel: A new sidebar panel holds all your customization options, making it easier to adjust the report on the fly.
• Advanced Filtering: Drill down into your data with powerful filters for Dates, Contacts, Accounts, Funds, Tags, and Segments.
• Column Management: Take full control of your report layout. You can now easily add, remove, and reorder columns to see only the data that matters to you.
• Saved Views: Once you have the report filtered and formatted perfectly, save it as a custom view to run it again later with a single click.
• Improved Performance: Experience faster report load times and cleaner, more accurate exports to PDF and Excel.

These updates are designed to make your financial analysis more thorough and intuitive, giving you the flexibility to see your data, your way. Log in to Aplos to try the updated Transaction List today!