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

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(→‎Print Customer History)
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== More Information ==
 
== More Information ==
  
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=== Print Customer History ===
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=== Printing Account History ===
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Go to {{Menu|{{SL}}|Sales Reports|Ledger Listing}}.
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This option will list transactions as per the Customer/Supplier History screen along with a total per account and ledger.
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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}}.
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{{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.}}
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Go to {{Menu|{{SL}}/{{PL}}|Sales/Purchase Reports|Ledger Listing}}.
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* 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}}.
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* 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.
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* 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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* In the {{DataPrompt|From group}} field, enter the first account group for which you want to print.
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{{Warning|text=Please note this option will not list transactions which have been [[How do I cleardown customer or supplier transaction history?|archived]].}}
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* In the {{DataPrompt|To group}} field, enter the last account group for which you want to print.
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* Click {{Button|Print}}.
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* To print history for all customers leave the account range blank else specify the range using the {{DataPrompt|From ...}} and {{DataPrompt|To ...}} fields.
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* You may also limit the range by account group using the {{DataPrompt|From ...}}  and {{DataPrompt|To ...}} fields.
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* 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}}.
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* Click {{Button|Print}} to produce the report.
  
 
=== Print Supplier History ===
 
=== Print Supplier History ===

Revision as of 10:16, 12 September 2023

Summary

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

More Information

Printing 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.
Please note this option will not list transactions which have been archived.
  • 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.

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


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Keywords AND Misspellings
customer, supplier, history, document, transaction
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