Finance: Viewing Transactions

Transactions are created when an Allocation, Deposit or Expenditure form has been submitted and approved. They represent the movement of money from one budget to another or the addition of money from a Deposit. 

Please note, in order to access the Finance tool, you need specific access on your account. If the following options are not available, please contact your Campus Administrator to request the necessary access.

To learn more about creating a new transaction, check out the dedicated support guides for each of our transaction types:

Once a transaction request is submitted and approved, a record of that transaction is generated on the Transactions tab of the Finance page. Let's take a quick tour of the Transactions tab to learn more!