Difference between revisions of "Transaction History (Integrated Billing Only)"
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(Created page with "Transaction History displays all invoices, payments, credits, and sales receipts from integrated Billing. New invoices, sales receipts, payments, and credits may be created he...") |
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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:tran_hist1.jpg]] | |
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| + | Transaction History (Integrated Billing Only) | ||
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| + | ==Sort the Payment List== | ||
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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 | ||
Revision as of 14:21, 10 August 2016
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 (Integrated Billing Only)
Sort the Payment List
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.
Filter the Transaction History view
1. On the Account tab, click the arrow in the View drop-down list. Select the desired view selection.
2. Click more… to view transaction from a different date range.
Filter Transaction History
