Viewing Transaction History

You can view transaction and recurring transaction history for a tenant or customer on the Account Summary, Account Details, and Recurring Transactions tabs of the Tenant Management and Maintain Customer Information screens.

From the Main Menu screen, click TENANTS or RECEIVABLES. The Browse Tenant Leases or Browse Customers screen appears with all current leases or active customers displayed in a table.

Select how you want to order the tenant or customer table from the ordered by drop-down list, enter the search criteria in the search for field and click GO. The first tenant/customer to match the criteria is highlighted in the table.

Highlight the tenant/customer record for which you want to add a customer account and double-click, or click

. The Tenant Management screen or Maintain Customer Information screen opens with the Tenant Information tab or Account Summary tab selected.

Select the Account Summary or Account Details tab if you want to view transaction history. If you want to view recurring transaction history, select the Recurring Transactions tab.

Click

on the toolbar and select "View Transaction History" or "View Recurring History." Depending on what you choose, either the View Transaction History screen or the View Recurring Transaction History screen opens. The View Recurring Transaction History screen displays information for ALL recurring transactions for the tenant/customer in a grid and there are no filter or additional options. The View Transaction History screen displays all transactions for the tenant/customer for a specified date range in a grid.

For non-recurring transactions, select the date range of the transactions you'd like to view and click GO. The transactions that match the date criteria automatically display in the grid. To view additional information about the transaction, such as the transaction number, created on date, created by username, and ending balance, select and highlight the transaction in the grid. The information about the transaction automatically displays at the bottom of the screen.

Note: You can also access the following wizard options by clicking on the toolbar: Add Charge, Add Credit Memo, Add Receivable, Add Receivable Credit Memo, Account Transfer, Refund Request, Void Transaction, Void Payment, Void Account Transfer, Void Refund Request, Generate Statement, Recalculate Balance, and Balance Transfer.