Difference between revisions of "Transaction History (Integrated Billing Only)"

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'''Transaction History''' displays all invoices, payments, credits, and sales receipts from integrated Billing. New invoices, sales receipts, payments, and credits may be created here by those with Finance or Administrator permission.
 
'''Transaction History''' displays all invoices, payments, credits, and sales receipts from integrated Billing. New invoices, sales receipts, payments, and credits may be created here by those with Finance or Administrator permission.
  
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[[File:Tranaction history 2021.jpg|600px|center]]
  
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:[[File:tran_hist1.jpg]]
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You can filter the transactions to a specific date range or type of transaction. By clicking into the transaction reference number you will be able to view further details of the transaction.
  
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Transaction History (Integrated Billing Only)
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{| class="wikitable"
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|-
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==Sort the Payment List==
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[[File:One Row.png|25px]]
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| style="width: 100%"| '''NOTE:''' To view '''ALL''' transactions for a members, click the '''Do Not Filter by Dates''' check-box.
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1. On the Account tab, click the heading of the desired column in the Transaction History area. The screen will refresh and be sorted in ascending order according to the selected column. Click the column title again to sort in descending order.
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==Filter the Transaction History view==
 
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1. On the Account tab, click the arrow in the View drop-down list. Select the desired view selection.
 
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2. Click more… to view transaction from a different date range.
 
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:[[File:tran_hist2.jpg]]
 
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Filter Transaction History
 

Latest revision as of 17:48, 7 January 2021

Transaction History displays all invoices, payments, credits, and sales receipts from integrated Billing. New invoices, sales receipts, payments, and credits may be created here by those with Finance or Administrator permission.

Tranaction history 2021.jpg

You can filter the transactions to a specific date range or type of transaction. By clicking into the transaction reference number you will be able to view further details of the transaction.

One Row.png

NOTE: To view ALL transactions for a members, click the Do Not Filter by Dates check-box.
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