How do I Print a Transaction History?
From Catalyst
Contents
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The options detailed below will not include transactions which have been archived.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
- How do I view customer or supplier transaction history?
- What does document history show me?
- How do I reprint an invoice?
- How do I output information from list boxes?
- How do I print a Customer Statement?
