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Transactional Reports

Transactional report is a detailed report for a specific transaction where you can view and export it on different file formats. You may access transactional report by clicking Print button from any transaction forms.

 

File formats available for exporting

1.CSV file – Comma Separated Value file

2.PDF File – Portable Document Format file

3.Excel File – MS Excel file

4.Doc File – MS Word Document file

Specified options for transactional reports include:

1.Date of the transaction

2.The Transaction number is the unique number of each transaction based on the starting number that is assigned in the Starting Numbers form

3.Column Headers is the labels naming the fields

4.Details are the items used in the transaction.

5.Amount of the transaction.

Check these topics to guide you on how to print transactional reports.

Print Quotes

Print Orders

Print Invoices

Print RMA

Print Credit Memo

Print Purchase Orders

Print Purchase Receipts

Print Bills

Print Return to Vendor

Print Debit Memo

Print Payables

Print Checks

Print Paychecks

 


Related Topic

Exporting Transactional Reports in CSV