1. Open the Reports Module

    • Click Reports in the main navigation bar.

    • The Reports screen appears with every transaction listed.

  2. Apply Filters to Narrow Your Data
    Use the Filter panel on the left (or top, depending on screen size) to slice the data any way you like. You can combine any of these options:

    Filter

    Examples

    Property

    Select one or multiple properties

    Bank Account

    Operating, Deposit, or Association accounts

    Transaction Status

    Completed, Submitted, Failed

    Contract Type

    Fees or Deposits

    Deposit Events

    Date extensions, reported incidents

    Transaction Type

    Debits or Refunds

    Date Range

    Custom start and end dates

    Tip: Mix and match filters for highly targeted reports—e.g., “Failed refunds for Property A in April.”

  3. Save or Reuse a Filter (Optional)

    • After setting your criteria, click Save Filter to store it for next time.

  4. Download the Report

    • Click the Down-arrow icon in the upper-right corner.

    • Choose your preferred format: CSV, PDF, or Excel.

The file downloads instantly and is ready for import into QuickBooks, Xero, or any other accounting software.


Need help?

  • Email: support@zinc.tech

  • Chat: Inside the Zinc dashboard, in the bottom-right corner (Need Help?)

  • Phone: 954.271.3294