Card Transactions report
This report displays all the transactions that are linked to specific people and companies in your Card File.
note :
The report displays only transactions that were entered in windows to which your user ID allows access.
Report details
Filters
General
:
Cards: All/Selected
Advanced
:
Dated From/To
ID From/To
Amount From/To
Categories
Memo/Payee
Session Date Range
User IDs
Source Journal
Identifiers
Sorted by
Card (Alphabetical), then by ID #
Subtotals / Totals
Subtotal by Card
Debit
Credit
More Report Fields (not preselected)
Balance
Amount Paid
Address 1 Contact
Address 1 Phone #1
Address 1 Fax
Terms
Credit Limit
Their Inv/P.O. #
Salesperson
Due Date
Promised Date
Address 1
Custom List # 1, 2, 3
Custom Field # 1, 2, 3
Address 2, 3, 4, 5
Address 2, 3, 4, 5 Contact
Allocation Memo
Finishing Choices
Separate Pages
Add to Reports Menu
Include Company Name
Include Company Address
Include Report Date and Time
View transaction source
Click a
Name
or
Card Subtotal
to open the
Card
view of the
Find Transactions
window
Click an
ID
#
,
Date
,
Memo
,
Account
,
Debit
or
Credit
to open the transaction source window.
View sample
Reports List
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