Summary
The Transaction Detail window is used to display the transaction level details associated with a filtered list of historical transactions.
Step by Step
1 Open the Transaction Detail window (AR> Display> Transaction Detail).
2 Filter the displayed transaction details.
- Enter the desired filter details in the Search Criteria section. Click the Refresh icon or press ENTER to populate the data grid below with the transactions that meet the specified criteria.
- Right click on the records in the window and select Export grid contents to Excel if you would like to export the information that displays in the window to an MS Excel spreadsheet.
- Highlight a transaction and click the Display icon to view the transaction details.