Atlas-Viewing Transactions

To view transactions in Atlas to align with invoices navigate to the Admin page and click on "Reports"

Select a report from the dropdown menu, for a report of all transactions from the most recent billing cycle choose "Client Activities for (dates are already inserted)"

Click on "Execute" to display the report

To review activities for time periods, go to the Activities page and choose the period of time to review. This report will assist in identifying specific transactions that have taken place during a billing cycle and will list out transactions in the current cycle.