The Transaction History Window

You use the Transaction History window to review transactions that occurred within a certain date and time range. This can be useful when trying to discover an error that may have occurred during the day.

Parts of the Transaction History Window

This function is not available in this window.
Opens the Transaction Detail window for further detail about the transaction.
This function is not available in this window.
This function is not available in this window.
Prints a copy of the information in the window.
Exports the information in the window to a TXT document for the purpose of importing into another program.
Opens the Patron record of the patron associated with the transaction.
Attempts to unpost the transaction where applicable.
Creates a reverse debit or credit for the transaction. This function is not yet available.
Analyzes the TS transactions to verify that they are in balance.
A drop down menu of the available search functions.
Initiates a search based on the parameters in the To and From fields.
Include
The items checked will be included in the search. Uncheck an item to remove it from the search.
Seq. #
The sequence number of the transaction.
Trans. Date
The date of the transaction.
Journal No
The journal number of the transaction.
Code
The transaction code associated with the transaction.
Transaction Desc
A description of the transaction.
Order #
The order number the transaction was part of.
Event / Play
The event / play the transaction is associated with.
Performance
The performance the transaction is associated with.
Description of Entry
An entry description.
Debit
The amount of the debit associated with the transaction.
Credit
The amount of the credit associated with the transaction.
User
The user who handled the transaction.
Qty
The quantity of items in the transaction.
Total
The total of the transaction
First Name
The first name of the patron associated with the transaction.
Last Name
The last name of the patron associated with the transaction.
Company
The company associated with the transaction.
Patron #
The patron number associated with the transaction.
Campaign
The donation campaign associated with the transaction.
Description
A description of the donation campaign.
Promotion
The promotion that used with the transaction.
Group
The report group of the promotion.
Merchant
The merchant that was used to process the transaction.
Event / Play Title
The event / play title associated with the transaction.
Event / Play Code
The event / play code associated with the transaction.
GL #
The general ledger number associated with the transaction.
Fee
The fee associated with the transaction.