Card Transactions report
Card Transactions report
This report displays all the transactions that are linked to specific people and companies in your Card File.
note :
The report displays only transactions that were entered in windows to which your user ID allows access.
Report details
Filters
General
:
Cards: All/Selected
Advanced
:
Dated From/To
ID From/To
Amount From/To
Categories
Memo/Payee
Session Date Range
User IDs
Source Journal
Identifiers
Currencies
Sorted by
Card (Alphabetical), then by ID #
Subtotals / Totals
Subtotal by Card
Debit
Credit
More Report Fields (not preselected)
Balance
Amount Paid
Address 1 Contact
Address 1 Phone #1
Address 1 Fax
Terms
Credit Limit
Their Inv/P.O. #
Salesperson
Due Date
Promised Date
Address 1
Custom List # 1, 2, 3
Custom Field # 1, 2, 3
Address 2, 3, 4, 5
Address 2, 3, 4, 5 Contact
Notes
Payment Notes
Finishing Choices
Separate Pages
Add to Reports Menu
Prevent Data Changes During Report Generation
Include Company Name
Include Company Address
Include Report Date and Time
View transaction source
Click a
Name
or
Card Subtotal
to open the
Card
view of the
Find Transactions
window
Click an
ID
#
,
Date
,
Memo
,
Account
,
Debit
or
Credit
to open the transaction source window.
View sample
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