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 | + | Occasionally you may want to print your Customer or Supplier transaction history. The following article explains how to do this. |
== More Information == | == More Information == | ||
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=== Print Customer History === | === Print Customer History === | ||
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}}. |
* 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. | ||
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=== Print Supplier History === | === Print Supplier History === | ||
Go to {{Menu|{{PL}}|Purchase Reports|Ledger Listing}}. | Go to {{Menu|{{PL}}|Purchase 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}}. |
* 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. | ||
Revision as of 09:45, 28 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 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'.
- 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".
- 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'.
- 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
