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 Allocation Memo 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 Reports list
