The Reports section provides access to various types of billing data. Reports can be sorted, filtered, and exported, and some include links to deeper levels of data.
The Account History feature provides details on all transactions for a specific Bill To Party, with the option to filter by a specific date range. Invoices and receipts can be selected to view the specific details of the transaction.
1. In the main menu, select Billing, Reports, then Account History. The Account History page opens.
2. Fill in the necessary information.
|
Reporting Period |
The results can
be focused on a specific date range. Either or both dates can be
entered, or selected from the calendar lookup |
|
Bill to Party |
Select the bill to party. |
3. Click Search to generate the report. The results appear in the Transactions panel.
The Transactions list displays invoices and receipts for the selected bill to party and date range.
4. The Type column identifies the type of each transaction. Click a link in the Number column to view the Transaction Detail window for Invoices or Receipts.
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