Difference between revisions of "How do I Print a Transaction History?"

From Catalyst
Jump to: navigation, search
(Bulk update)
(→‎See also)
 
(3 intermediate revisions by the same user not shown)
Line 1: Line 1:
 
== Summary ==
 
== Summary ==
−
Occasionally you may want to print your Customer or Supplier transaction history. The following article explains how to do this.
+
This article explains the options to export or print account history.
  
 
== More Information ==
 
== More Information ==
 +
The options detailed below will not include transactions which have been [[How do I cleardown customer or supplier transaction history?|archived]].
  
−
=== Print Customer History ===
+
To include archived data please refer to this article: [[What does document history show me?]]
−
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}}.
 
−
{{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 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}}.
 
  
−
=== Print Supplier History ===
+
=== Print Account History ===
−
Go to {{Menu|{{PL}}|Purchase Reports|Ledger Listing}}.
+
This option will list transactions as per the Customer/Supplier History screen along with a total per account and ledger.
−
The process to print the transaction history is identical to the above, apart from replacing {{DataPrompt|supplier}} where {{DataPrompt|customer}} is mentioned.
+
 
 +
Go to {{Menu|{{SL}}/{{PL}}|Sales/Purchase Reports|Ledger Listing}}.
 +
* At {{DataPrompt|Transactions}} select {{DataValue|Current}} to print transactions to the end of the current [[How do I check my current financial period?|financial period]] else select {{DataValue|All}} to print all transactions.
 +
* To print history for all customers leave the account range blank else specify the range using the {{DataPrompt|From ...}}  and {{DataPrompt|To ...}} fields.
 +
* You may also limit the range by account group using the {{DataPrompt|From ...}}  and {{DataPrompt|To ...}} fields.
 +
* The report will output to your default printer. To select a different printer e.g. to output the report to PDF, press {{KeyPress|A-P}}, enter 92 and click {{Button|Close}}.
 +
* Click {{Button|Print}} to produce the report.
 +
 
 +
=== Export Account History ===
 +
Go to {{Menu|{{SL}}/{{PL}}|Customer/Supplier History}}.
 +
* At {{DataPrompt|Customer/Supplier:}}, enter the account code else [[Do I have to remember all these customer and supplier codes?|search]] for the account.
 +
* Click {{Button|Search}} to view history.
 +
* Press {{KeyPress|C-P}} or click on the {{Button|Output}} button at the top of the screen.
 +
* See [[How do I output information from list boxes?]] for information on how to export the information to Excel or CSV format.  
  
 
== See also ==
 
== See also ==
 
* [[How do I view customer or supplier transaction history?]]
 
* [[How do I view customer or supplier transaction history?]]
 +
* [[What does document history show me?]]
 
* [[How do I reprint an invoice?]]
 
* [[How do I reprint an invoice?]]
 +
* [[How do I output information from list boxes?]]
 +
* [[How do I print a Customer Statement?]]
  
 
{{KB_Tags|customer, supplier, history, document, transaction}}
 
{{KB_Tags|customer, supplier, history, document, transaction}}
 
{{FAQ}}{{How}}{{KB_PL}}{{KB_SL}}
 
{{FAQ}}{{How}}{{KB_PL}}{{KB_SL}}

Latest revision as of 10:36, 12 September 2023

Summary

This article explains the options to export or print account history.

More Information

The options detailed below will not include transactions which have been archived.

To include archived data please refer to this article: What does document history show me?

Print Account History

This option will list transactions as per the Customer/Supplier History screen along with a total per account and ledger.

Go to " Sales Ledger/Purchase Ledger Sales/Purchase Reports Ledger Listing".

  • At "Transactions" select 'Current' to print transactions to the end of the current financial period else select 'All' to print all transactions.
  • To print history for all customers leave the account range blank else specify the range using the "From ..." and "To ..." fields.
  • You may also limit the range by account group using the "From ..." and "To ..." fields.
  • The report will output to your default printer. To select a different printer e.g. to output the report to PDF, press <Alt+P>, enter 92 and click [Close].
  • Click [Print] to produce the report.

Export Account History

Go to " Sales Ledger/Purchase Ledger Customer/Supplier History".

  • At "Customer/Supplier:", enter the account code else search for the account.
  • Click [Search] to view history.
  • Press <Ctrl+P> or click on the [Output] button at the top of the screen.
  • See How do I output information from list boxes? for information on how to export the information to Excel or CSV format.

See also


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
customer, supplier, history, document, transaction
Retrieved from "https://www.catalyst-uk-support.com/kb/index.php?title=How_do_I_Print_a_Transaction_History%3F&oldid=44030"