Card Transactions report


See Overview of report details for more information.

Filters

General:
Cards: All/Selected
Advanced:

Dated From/To
ID From/To
Amount From/To
Memo/Payee
Session Date Range
Source Journal

Sorted by

Card (Alphabetical), then by ID #

Subtotals / Totals

Subtotal by Card
Debit
Credit

More Report Fields (not preselected)

Balance
Amount Paid
Address 1 Contact
Address 1 Phone #1
Address 1 Fax
Terms
Credit Limit
Their Inv/P.O. #
Due Date
Promised Date
Address 1
Custom List # 1, 2, 3
Custom Field # 1, 2, 3
Address 2, 3, 4, 5
Address 2, 3, 4, 5 Contact
Allocation Memo

Finishing Choices

Separate Pages
Add to Reports Menu
Include Company Name
Include Company Address
Include Report Date and Time

Drill Down to Source window

Click: Name, Card Subtotals
Opens
: Card view of Find Transactions window

Click: ID #, Date, Memo, Account, Debit, Credit
Opens
: Transaction source window; dependent on the SRC Journal type:

GJ - General Journal Entry window
CD - Spend Money window
CR - Prepare Bank Deposit or Receive Payments window
SJ - Sales window