Difference between revisions of "How do I Print a Transaction History?"
From Catalyst
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== Summary == | == Summary == | ||
Occasionally you may want to print your Customer or Supplier transaction history. The following article explains how to do this. | Occasionally you may want to print your Customer or Supplier transaction history. The following article explains how to do this. | ||
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Go to {{Menu|{{SL}}|Sales Reports|Ledger Listing}}. | Go to {{Menu|{{SL}}|Sales Reports|Ledger Listing}}. | ||
* The{{DataPrompt|Transactions}} field defaults to {{DataValue|Current}}, by which it means transactions up to the end of the current financial period. If you want to print all transactions, change the drop down to {{DataValue|All}}. | * The{{DataPrompt|Transactions}} field defaults to {{DataValue|Current}}, by which it means transactions up to the end of the current financial period. If you want to print all transactions, change the drop down 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}}. | + | {{Information|title=Information|text=You can print for a single customer or a range of customers or for an account group or range of account groups. |
| − | * In the {{DataPrompt|To customer}} field it will have the same account code | + | * 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|From group}} field, enter the first account group for which you want to print. | ||
| + | * In the {{DataPrompt|To group}} field, enter the last account group for which you want to print. | ||
* Click {{Button|Print}}. | * Click {{Button|Print}}. | ||
=== Print Supplier History === | === Print Supplier History === | ||
Go to {{Menu|{{PL}}|Purchase Reports|Ledger Listing}}. | Go to {{Menu|{{PL}}|Purchase Reports|Ledger Listing}}. | ||
| − | + | The process to print the transaction history is identical to the above, apart from replacing {{DataPrompt|supplier}} where {{DataPrompt|customer}} is mentioned. | |
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== See also == | == See also == | ||
Revision as of 09:54, 28 October 2011
Contents
Summary
Occasionally you may want to print your Customer or Supplier transaction history. The following article explains how to do this.
More Information
Print Customer History
Go to " Sales Ledger Sales Reports Ledger Listing".
- The"Transactions" field defaults to 'Current', by which it means transactions up to the end of the current financial period. If you want to print all transactions, change the drop down to 'All'.
{{Information|title=Information|text=You can print for a single customer or a range of customers or for an account group or range of account groups.
- 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.
- In the "From group" field, enter the first account group for which you want to print.
- In the "To group" field, enter the last account group for which you want to print.
- Click [Print].
Print Supplier History
Go to " Purchase Ledger Purchase Reports Ledger Listing". The process to print the transaction history is identical to the above, apart from replacing "supplier" where "customer" is mentioned.
See also
