Purpose 

This document outlines the process of viewing a bank account transaction report within the Green Leaf Elevated System.

Please be aware that this guide is not all encompassing and that the bank account transaction reports are customized per client. If you have any questions regarding a specific step within your system or its purpose, please reach out to your Payroll Specialist or the department email payroll@greenleafbizsolutions.com for more information.

 Step 1: Login and Navigate to the Report  

1. Login and Navigate to : Main Menu > Team Tab > Payroll > Reports > Payroll Funding > Bank Account Transactions

Step 2: Filter Date Range

1. Filter by the date range needed for a specific payroll by clicking "Payment Date" to edit

Step 3: Reviewing Report Information

1. The report shows you the transaction type, amount, and payment date. Each transaction type is tied to a transaction that was processed within a specific payroll. The payment date corresponds to the payroll the transaction was recorded on.

If you have any questions or need assistance filtering/customizing your report, please reach out to your assigned payroll specialist.