How-to Guide · 01
View Account Transactions
How to open an account and navigate your full transaction list in RecHound.
Open Rec HQ
From the main dashboard, you'll see your Rec HQ — a summary of every balance sheet account and its current reconciliation status.
Click on an account
Click any account name to open it. This takes you into the account view where all transactions for the current period are displayed.
Review the transaction list
Transactions are pulled directly from Xero and displayed in date order. Each row shows the date, description, reference, and amount.
Filter and search
Use the search bar to filter by description, reference, or amount. You can also sort by any column by clicking the column header.
Switch between tabs
Use the tabs at the top of the transaction list to toggle between All Transactions, Uncleared, and Cleared views.
View transaction detail
Click the View in Xero button on any transaction to jump directly to the source journal in Xero for full detail.