Difference between revisions of "How do I Print a Transaction History?"
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* 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}}. | ||
{{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.}} | {{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|From customer}} field, type in the customer's account code if known, or [[How do I | + | * 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. | ||
* In the {{DataPrompt|From group}} field, enter the first account group for which you want to print. | * In the {{DataPrompt|From group}} field, enter the first account group for which you want to print. | ||
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== See also == | == See also == | ||
| − | * [[How do I | + | * [[How do I view customer or supplier transaction history?]] |
* [[How do I Reprint an Invoice in Platinum?]] | * [[How do I Reprint an Invoice in Platinum?]] | ||
{{KB_Tags|customer, supplier, history, document, transaction}} | {{KB_Tags|customer, supplier, history, document, transaction}} | ||
{{FAQ}}{{KB_PL}}{{KB_SL}} | {{FAQ}}{{KB_PL}}{{KB_SL}} | ||
Revision as of 06:29, 8 January 2019
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: 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
