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Transaction History

The Transaction History screen will display all transactions for a specified account. The screen can be set to display only the open transactions for the specified account or all transactions that meet the selected date range for the specified account. In addition, the user also has the option to hide any transaction that was not applied to the house charge account.

View the status of all transactions for an account by clicking on:

File | Account Maintenance | Transaction History

Transactions to Display:

• Open Transactions Only: Select this parameter to display only open transactions. Hides any transactions with a status of Closed or Paid at POS.
• Full History (1/1/2004 to Current): Shows all transactions from 1/1/2004 to present day (date in system) whether they are open, closed, house charges, cash….
  • Date Range: Select this parameter to display all transactions for the specified date range you choose.
  • Show Only House Charge Transactions: Select this parameter to hide any transactions that are not house charge transactions.
  • Show Dated Billing Break Down: Select this parameter to show you all trans that have a future due date.
  • Show Running Balance: Select this parameter to see the current balance (to-date-balance) in the box below.

Transaction Status:

• Unapplied – transaction waiting to be applied
• Partial – partial applied transaction
• Closed – applied transaction
• Paid at POS -- invoice paid in cash at POS
• Open -- invoice charge to house account at POS

Preview Report:

Select this to show you a report of all the transactions for this account. 

If you would like to print this, there is a print icon in the upper left hand-corner of the screen.  Press that and it will print the report.

Show Selected Ticket:

Select a ticket from the box and highlight it.  Press this button to show you a copy of the actual ticket the way it

looked when it was given to a customer. 

If you would like to print this, there is a print icon in the upper left hand-corner of the screen.  Press that and it will print the report.

See also