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Transaction type

A transaction’s type indicates what the transaction is—a check, for example. You can limit a report so that it shows only invoices, only bills, only checks, and so on.

To include

Do this

One type of
transaction

Click the Transaction Type drop-down list and choose a transaction type (check, invoice, and so on).

Two or more types

Click the Transaction Type drop-down list and choose Multiple Transaction Types. Select each type of transaction you want to include in the search.

All transactions

Leave All in the Transaction Type field.

Example: A sales by customer detail report shows both invoices and cash sales. To limit the report to cash sales only, select Transaction Type filter. Click the Transaction Type drop-down list and choose Cash Sale.

KB ID# H_RPT_FILTER_TRANSACTIONTYPE
12/2/2016 10:45:50 PM
PPRDQSSWS403 9138 Pro 2017 f73a46