Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
  1. Transaction Search screen defaults to today’s date for the Transaction Date.

  2. Enter the search criteria desired using any of the available methods.

    1. Review definitions below for more information.

  3. Select View if desired on any of the transactions.

    Image Added
  4. Print will do a print screen of your results.

  5. Export(CSV) will download an excel version to your browser which you can then open and save.

Image AddedImage AddedImage AddedImage Added

Field

Definition

Field

Definition

Transaction ID

Tender

Last Name/First Name

Customer Last or First Name

Transaction Date: From

Customer Account #

Account number in People & Accounts associated with customer

Transaction Date: To

POS Device

Print

Cashier

Export(CSV)

Transaction Type: Pay In

View

Transaction Type: Pay Out

Transaction Type: Refund

Transaction Type: Sale