Legacy Reports Help Documentation

Modified on 02/19/2013 05:06 PM by Jason Greenleaf — Categorized as: Help Text, Public, Support

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Legacy Reports
   Invoices
   Payment Batch Detail
   Payment History
   Posted Transactions
   Purchase Orders
   Recurring Billing
   Shipments
   Unposted Transaction Jol
   Work Orders

Legacy Reports¶

Invoices¶

The Invoices report is used to display basic invoice information. Select the Edit Parameters button to set a date range or other filters to limit the number of invoices displayed on the report. This report has a special ability to display the invoice when the user selects the desired invoice ID from the report.

Payment Batch Detail¶

The Payment Batch Detail report is used to post payment batches and lookup posted payment batches. A payment batch ID is required to run the report. Once the report displays the desired data and the data is verified for accuracy, a Post button is available at the botton of the report. The Post button posts the payment batch to the accounting location.

Payment History¶

The Payment History report is used to research past payment information. The parameters can be used to narrow down the results.

Posted Transactions¶

The Posted Transactions report allows a user to search for all posted transactions based on the parameters supplied.

Purchase Orders¶

The Purchase Orders report is used to display basic invoice information. Select the Edit Parameters button to set a date range or other filters to limit the number of purchase orders displayed on the report. This report has a special ability to display the purchase order when the user selects the desired purchase order ID from the report.

Recurring Billing¶

The Recurring Billing report allows the user to see all the recurring bills that generate the recurring bills.

Shipments¶

The Shipments report allows the user to find shipments. Select the Edit Parameters button to set a date range or other filters to limit the number of shipments displayed on the report. This report has a special ability to display the shipment when the user selects the desired shipment ID from the report.

Unposted Transaction Jol¶

The Unposted Transaction Journal is used to post the credits and invoices at the end of the work day. Most users select the date range of today and run the report. once the data is verified, the user can post the transactions buy selecting the Post button at the bottom of the report.

Work Orders¶

The Work Order report allows users to find work orders. Select the Edit Parameters button to set a date range or other filters to limit the number of work orders displayed on the report. This report has a special ability to display the work order when the user selects the desired work order ID from the report.