Online Duties: Transaction Log

The Transaction log details a history of events that have occurred in the system.

Access the Transaction Log from the Client Profile page.

Search the log then either double-click on the relevant bundle or highlight and click View.

When viewing a particular transaction, you will see the details of what happened and by whom. This screen can be printed if required.

Click Back to return to the Transaction Log.

You can export the list of events to an Excel spreadsheet. Select Export and OK to proceed.

Click Close on the Transaction Log page to return to the Client Profile page.

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