Account History

Account History

Current Account History 

To print the current account history for a specific account:  

Locate the account using the Find option. Once the account is displayed on the screen, select Misc/Current Account History .  

In the top right hand corner of your screen will be a Print menu. Choose one of the options (print, screen preview, or file) 

The report will show all of the transactions Process through the account history. 

To display the account history of a specific account: 

Select Misc/History .  

A listing of the account transactions will be displayed. 

If you need to edit a transaction, highlight the invoice you want to change, select Edit . The edit entry screen will be displayed. Make your changes and select OK .