View customer transactions
- Open the View Customer Transactions screen.
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In the Starting Date field, enter the starting date for
which you want to view customer transactions or click
to select the date from a date picker.
-
In the Ending Date field, enter the ending date for which
you want to view customer transactions or click
to select the date from a date picker.
-
In the Customer field, click
to select one or more customers for which you want to view customer transactions. If no customers are selected, customer transactions are shown for all customers.
-
In the Company field, click
to select one or more companies for which you want to view customer transactions. If no companies are selected, customer transactions are shown for all companies.
-
In the Project field, click
to select one or more projects for which you want to view customer transactions. If no projects are selected, customer transactions are shown for all projects.
- Click Retrieve.
