Transactions
Transactions can be found under Reports—Transactions. These are all the one-off and monthly services and charges added to each customer account.
Show transactions matching
Start date
Select the date from which you wish to run the report.
Start time
Select the time you wish to run the report from.
End date
Select the date you wish to run the report.
End time
Select the time you wish to run the report.
Minimum absolute amount (£)
The default is set to £0.01 (1 pence) to remove all the transactions with zero value. If you want to see all transactions, you will need to change this to zero. If you are looking for a transaction and you know the exact price, you could enter it here to reduce the results the system will provide.
Maximum absolute amount (£)
The default is set to no limit, but again, if you know the maximum item price you are looking for, you could put that here.
Include taxes in amounts:
You can show the price with or without the tax.
Search description
If you know the name of the transaction description, you could include it here to narrow the search.
Sort
Sort by
You can select what you would like to sort by. You can choose from time, date, description, person, or amount.
Direction
Select descending or ascending.