The transaction summary page is where all of a Dext Solo Client’s transaction data is compiled and broken down by category.
This article is relevant to the enhanced Dext experience. You can access the article for the legacy Dext experience here.
How Transaction Data is Broken Down on the Summaries Page
Transaction data is separated into Business Income and Business expenses for each income source.
Income and Expenses are then organised into the categories individual transactions are assigned to, and also show:
The number Costs/Sales or Bank Transactions assigned to that category.
The Total amount of all the transactions in that category.
Filtering the Data
Filter the transaction data by the relevant income source, then selecting a date range or starting and ending date in the top right of the screen.
Rental Properties
Rental properties can also be selected for clients with rental properties, via the filter icon in the top right of the page.
Exporting Reports
When the report is ready you can export it as a CSV by clicking the Export to CSV button at the top of the page.
