Viewing Transactions

Click the Accounts section of adviser cloud from the main menu.

The following screen will be displayed

 

 

Click the Transactions Tab

Click All

 accounts_transactions_all.PNG

 

 

All Transactions are shown as below - the status will show Paid or Not Paid.

 

 

 

 

You can View a Summary Payment Type Summary or All Transactions using these tabs:

 accounts_transactions_tabs_.PNG

 

 

 

 

 

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