Transactions Screen Walkthrough

Learn how to use Wordly’s Transactions screen

The Transactions screen lists every addition and subtraction of billable minutes from any of your accounts, as they occur.

To access the Transactions screen from anywhere within Wordly:

  1. Move the mouse cursor to the left side of the screen.

  2. Click on Transactions ( Transactions Nav ):

    Select Transactions

    This will take you to the Transactions screen.


Below is a screenshot of the Transactions screen. See the following information for details on the layout:

Transactions Screen

  • Transactions are listed on the left side of the screen by date and the number of minutes added or subtracted.

  • Click on a transaction to open up the Transaction details for it on the right side of the screen.

  • If you have access to more than one account, you can select it from the Account dropdown near the top of the left side of the screen, as seen here:

    Transactions Action selection

  • To the immediate right of the Account dropdown is the total number of minutes available for the selected account.

  • Click the Options dropdown in the top right corner of the screen to download a Transaction report:

    Transactions Action selection

    Transaction reports are Microsoft Excel spreadsheets (.CSV files) that detail every transaction attributed to an account.