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Overview
The Recent tab shows transactions that go against the firm that is currently pulled up. Users can link over to the specific journals if they are granted the appropriate permissions. More on Permissions
Field Descriptions
Below are field descriptions for the Recent Tab.
Include
| • | Sales Journal - Displays all Sales Journal transactions that have an Invoice date that falls on or after the Transaction Since Date. |
| • | Receipts - Displays all Receipt Journal transactions that have an Check date that falls on or after the Transaction Since Date. |
| • | Purchase Journal - Displays all Purchase Journal transactions that have an Invoice date that falls on or after the Transaction Since Date. |
| • | Disbursements - Displays all Disbursement Journal transactions that have an Check date that falls on or after the Transaction Since Date. |
Transactions Since
| • | Date - The Transaction Since Date filters the Recent Transactions Grid. It displays only transactions whose transaction date falls on or above the selected date. |
| • | Arrow Button - Loads the Recent Transaction window. |
| • | Export to Excel - Exports the items in the Recent Transaction window to an Excel file. |
Note - The grid includes the Transaction ID, Transaction Date, Invoice Number, Check Number, Comments, Transaction Type, and Amount.
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