If you know the document number, type it in the Document number box and press ENTER. Or, in the Cust Number box, type the document number starting with a period and then press ENTER.
To display all transactions for an account:
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Display the customer you want to view.
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Click
. Continue to click Previous to display all this account's transactions, from newest to oldest.
To display transactions from a specific date forward:
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Display the customer you want to view. For help on displaying a customer account, click here.
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In the Doc Date box, enter the date. Or, click the arrow to the right of the Doc Date box and select a date.
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Click
. Continue to click Next to display all transactions for this date.
To display transactions of a specific type:
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Display the customer you want to view. For help on displaying a customer account, click here. Or, leave the Cust Number field blank.
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Click the arrow next to the Document Type box.
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Click a document type to select it.
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From the Tools menu, click Options. From the Next By (MOI) list, click Document Type. Click Accept.
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Click
. Continue to click Previous to display all transactions of this type, from newest to oldest.
To display all unfinalized transactions:
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Leave the Cust Number field blank.
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From the Tools menu, click Options. From the Next By (MOI) list, click Finalized. Click Accept.
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Click
. Continue to click Previous to display all unfinalized transactions.
