Transaction Search

Transaction Search screen defaults to today’s date for the Date Range. If desired, select one of the preset date ranges, or select Custom to input dates.
Enter the search criteria desired using any of the available methods.
1. Review definitions in table below for more information.
Select View if desired on any of the transactions.
Print will do a print screen of the search results.
Export offers 3 options.
Export Summary (CSV) downloads an excel file of the transaction summary.
Export Details (PDF) will download the transactions information, separating each one to its own page. It will include detail information from the transaction.
Export Details (CSV) downloads an excel file of the transaction details. Format is consistent with the existing Data Exchange export job.

Field	Definition	Field	Definition
Transaction ID	Transaction ID number (can be found in People & Accounts > Customer > Transaction History) This is also the receipt number or web order number are considered the transaction ID.	Transaction Type: Sale	Performing a regular sale
Last Name/First Name	Customer Last or First Name	Tender	Which Tender type you want to view
Customer Account #	Account number (People & Accounts > Customer) associated with customer	AR Account/Agency	Select the AR account/agency you to view
Serial #	Product Serial number	Date Range	Select a preset date range or custom to enter custom date range
POS Device	Which POS system you want view	Start Date	Beginning date for range
Cashier	Which Cashier you want to view	End Date	End date for range
Transaction Type: Pay In	Method to keep track of money that went into the till that was not part of a sale. Ex. Taking money from the safe and do a pay in to the register.	Print	Does a print screen of your page
Transaction Type: Pay Out	Method for paying out money for things like Buyback.	Export	Export Summary (CSV) or Export Details (PDF)
Transaction Type: Refund	Performing a refund	View	Lets you view transaction details

FIRST PUBLISHED 05/06/2021

EDITED 08/08/2023