Difference between revisions of "How do I Print a Transaction History?"
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{{Review}} | {{Review}} | ||
== Summary == | == Summary == | ||
Occasionally you may want to print your Customer or Supplier transaction history. The following articles explains how to do this. | Occasionally you may want to print your Customer or Supplier transaction history. The following articles explains how to do this. | ||
| − | == Print Customer History == | + | == More Information == |
| − | + | ||
| + | === Print Customer History === | ||
| + | Go to {{Menu|{{SL}}|Sales Reports|Ledger Listing}}. | ||
* By default the Ledger Listing will print only the transactions which are current, if you want to include historic transactions change the {{DataPrompt|Transactions}} from {{DataValue|Current}} to {{DataValue|All}}. | * By default the Ledger Listing will print only the transactions which are current, if you want to include historic transactions change the {{DataPrompt|Transactions}} from {{DataValue|Current}} to {{DataValue|All}}. | ||
* In the {{DataPrompt|From customer}} field type in the customer's account code if known, or [[How do I Find a Customer?|search]] for a customer, and press {{KeyPress|Enter}}. | * In the {{DataPrompt|From customer}} field type in the customer's account code if known, or [[How do I Find a Customer?|search]] for a customer, and press {{KeyPress|Enter}}. | ||
* In the {{DataPrompt|To customer}} field it will have the same account code, if you wish to print for a range of accounts enter the last account here. | * In the {{DataPrompt|To customer}} field it will have the same account code, if you wish to print for a range of accounts enter the last account here. | ||
| − | * Click {{Button|Print}} | + | * Click {{Button|Print}}. |
| − | == Print Supplier History == | + | === Print Supplier History === |
| − | + | Go to {{Menu|{{PL}}|Purchase Reports|Ledger Listing}} | |
* By default the Ledger Listing will print only the transactions which are current, if you want to include historic transactions change the {{DataPrompt|Transactions}} from {{DataValue|Current}} to {{DataValue|All}}. | * By default the Ledger Listing will print only the transactions which are current, if you want to include historic transactions change the {{DataPrompt|Transactions}} from {{DataValue|Current}} to {{DataValue|All}}. | ||
* In the {{DataPrompt|From supplier}} field type in the supplier's account code if known, or [[How do I find a supplier?|search]] for a supplier, and press {{KeyPress|Enter}}. | * In the {{DataPrompt|From supplier}} field type in the supplier's account code if known, or [[How do I find a supplier?|search]] for a supplier, and press {{KeyPress|Enter}}. | ||
* In the {{DataPrompt|To supplier}} field it will have the same account code, if you wish to print for a range of accounts enter the last account here. | * In the {{DataPrompt|To supplier}} field it will have the same account code, if you wish to print for a range of accounts enter the last account here. | ||
| − | * Click {{Button|Print}} | + | * Click {{Button|Print}}. |
== See also == | == See also == | ||
* [[How do I View Customer/Supplier Transaction History?]] | * [[How do I View Customer/Supplier Transaction History?]] | ||
* [[How do I Reprint an Invoice in Platinum?]] | * [[How do I Reprint an Invoice in Platinum?]] | ||
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{{FAQ}}{{KB_Tags|customer, supplier, history, document, transaction}}{{KB_SL}}{{KB_PL}} | {{FAQ}}{{KB_Tags|customer, supplier, history, document, transaction}}{{KB_SL}}{{KB_PL}} | ||
Revision as of 15:11, 14 October 2011
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Contents
Summary
Occasionally you may want to print your Customer or Supplier transaction history. The following articles explains how to do this.
More Information
Print Customer History
Go to " Sales Ledger Sales Reports Ledger Listing".
- By default the Ledger Listing will print only the transactions which are current, if you want to include historic transactions change the "Transactions" from 'Current' to 'All'.
- In the "From customer" field type in the customer's account code if known, or search for a customer, and press <Enter>.
- In the "To customer" field it will have the same account code, if you wish to print for a range of accounts enter the last account here.
- Click [Print].
Print Supplier History
Go to " Purchase Ledger Purchase Reports Ledger Listing"
- By default the Ledger Listing will print only the transactions which are current, if you want to include historic transactions change the "Transactions" from 'Current' to 'All'.
- In the "From supplier" field type in the supplier's account code if known, or search for a supplier, and press <Enter>.
- In the "To supplier" field it will have the same account code, if you wish to print for a range of accounts enter the last account here.
- Click [Print].
See also
