AR> Transaction Search
Display AR Transaction Details
Summary
The Transaction Search window is used to display the transaction level details associated with a filtered list of historical transactions.
Related Links
Click here for information on exporting from a data grid.
Step by Step
1 Open the Transaction Search window (AR> Transaction Search).
2 Filter the displayed transaction details.
- Enter the desired filter details in the search criteria. Use the field search buttons
to populate fields via selection. Click ADVANCED SEARCH to display additional search fields. - Click the Search button
to populate the data grid below with the transactions that meet the specified criteria.- You can export the transactions that display in the window to a MS Excel spreadsheet by clicking the Ellipsis button
and selecting Excel Export. Click here for information on exporting from a data grid.
- You can export the transactions that display in the window to a MS Excel spreadsheet by clicking the Ellipsis button
- Highlight a transaction and click TRANSACTION DETAIL to view the transaction details.
- Highlight a transaction and click REPRINT INVOICE to reprint the selected invoice.
- Only invoice transactions can be reprinted.
- Click here for information on Reprinting Invoices.