Transaction Journal Help Documentation

Modified on 01/16/2012 03:57 PM by Jason Greenleaf — Categorized as: Help Text, Needs Review, Public, Support


Transaction Journal

 

Transaction Journal is designed to show the user details about unposted invoices for either a given date range or a specific invoice ID.  

Navigation to the screen



Transaction Journal can only be accessed in CDN .Net Thin Client (Utopia).

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Run the Report



The Transaction Journal can be run two different ways. The user can type a specific invoice ID into the Invoice ID field or can enter a date range into the Start and End date fields.

Once the correct information is entered, select the Show Transactions button.

A report displaying the specified invoice ID will appear.

NOTE: Only unposted invoices will be displayed.