Page History

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• Go to REPORTS | MANAGERS | TRANSACTIONS REPORT
  
• Click on Transactions
  
• Choose Date: Choose a single date or date range.
• Transaction Category: Leave on "Select All" to see all transactions. Or, choose a Transaction Category like Credit Cards.
• Transaction Type: If you choose a transaction category, then the drop down list will populate with the items in that category. Leave on "Select All" to see all types.. Or, choose a Transaction Type like Visa.
• Select User: Leave on "Select All" to see all Users.. Or, choose a User to display all transactions made by that User.
• Choose the report format: HTML, Excel or Text.
• Click Generate Report

The Transactions Report displays the following information:

• Rm: Name of Company
• Folio: Folio #
• Folio Name: Name of folio charged. Primary, Group Master or House
• Date: Date of Transaction.
• Description: Description of Charge.
• Amount: Amount of Item charged.
• User/Time: The User who created the transaction and the time it was made.