Overview
Accountants can use this guide to view and download all transactions processed through Circus.
Viewing Transactions
To view a list of all transactions processed through the Circus platform, click on the production from your main dashboard, then on the production dashboard, click on the Accounting icon in the left menu navigation.
By default, you'll see 'All Transactions', loaded chronologically (most recent transaction first) that have either been fully approved (and posted to the ledger) or paid out.
Transactions may appear as part of a Parent Transaction, organized by Reference Number. For example, if an invoice from a worker was approved, you may see labor expenses separated from box kit rentals and per diem as separate costs.
For each individual transaction, you'll see:
The Date this transaction was fully approved and posted to the ledger
The Reference ID of the Parent Transaction (ie. invoice number)
The Payee Name (ie. Worker or Loan Out Company)
The Memo or description of the transaction
The Total Cost of the transaction
The Account Code this transaction is attributed to
The Group Codes each transaction has been tagged to
Note: Account Codes and Group Codes currently can only be edited at the source of the submission.
To expand the number of displayed transactions beyond the default of 50, locate the dropdown menu positioned at the bottom left corner of the table. From there, select the desired quantity of transactions you wish to view.
Downloading Transactions
To download a CSV (comma-separated values) file containing all or selected transactions, access the download icon located in the toolbar on the right-hand side. Clicking this icon will reveal a download panel, enabling you to specify the Date Range for the desired transactions.
Once you've set the Date Range accordingly, simply click the 'Download' button at the bottom of the panel. The file will then be saved to the default download location configured in your browser.
The CSV file will contain:
Approval/Posting Date
Reference Number
Payee Name
Memo (Account Name)
Cost
Account Code
Account Group Codes
For more download parameters, please reach out to support.