How do I view transactions? (Inquiry)

Inquiry

Use the Transactions tab to view all transactions that have been created in Accounts Receivable.

 

Move the mouse over a column heading to show the control. Now, move the mouse over the to view filters that you can use to sort the column contents.

 

Filter mini-button

Transaction Detail

Click to show the transaction detail in the Transaction Detail form.

Information button on the Transaction Detail form.

Double-click a row in the Transactions grid to view transaction detail and related items. Related items include payments, deposits, and credit memos that have been applied to the transaction.

A row in the transaction grid

Display

Select an option from the menu to view all transactions by transaction type. Watch a video (1m25s)

Display options on the Transactions tab

Summarize

Select the corresponding checkbox to summarize transactions with multiple sequence numbers into a one-line summary. Remove the checkmark to view all of the sequences tied to the transaction. 

Summarize options on the Transactions tab

202011, 2020Aug10

 

 

 

 

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