Enhanced Inquiry - Transactions View

Use the Transactions view to see a complete history of transactions on an account, including billing, payments and deposits.  The Transactions view shows similar information to the transactions view in the History Inquiry, but with a different format.  Links for Location and invoices allow you to drill down to invoice and location details.  A link for work orders opens Work Order Entry.  A summary total displays at the bottom.  The summary totals will change to reflect the group totals if you are grouping the transactions.  You can also print a transaction summary report and a merged service history report.  Statements associated with billing transactions can be viewed here.  The Status column shows whether a transaction was a reversal, was reversed or was marked as removed during the Transfer All function in the Invoices view.  

 

Directions:

From the EDIFICE Inquiry, click View and then click Transactions.  

EDIFICE Inquiry - Transactions View Example:

 

EDIFICE Inquiry - Transactions View Prompts

Organize Transactions

Customer transactions display in a grid view.  Columns of information can be added or removed using the grid setting , which allows you to choose the columns to display in the grid.

To view details about an invoice or a location, click the desired link.

Sort Information

To sort, simply click the desired column heading.  To sort in reverse order, click the column heading a second time.

Filter

To limit the transactions to those that meet certain criteria, click Filter next to the desired column heading.  The available filter choices display.  Here is an example of transaction code filters, which you can use to look for a specific type of transaction.

To select the choices to use as criteria, click to check the desired box or boxes and then, click OK.

Note:  Advanced filtering options are available by clicking Text Filters.

Group

To organize items by a specific column heading such as transaction code or reference, drag the column heading to the box above the grid.  For example, to group the items, drag the column heading for transaction code to the grouping box above the columns.  To ungroup, drag the column heading from the grouping box to the grid.

Grouping Box:

Reports

There are 2 reports that can be generated from the transaction information.

To generate a report that shows transaction details for the customer, click Transaction Summary Report.  For directions, see below.

Note:  To see a sample of the report, click here.

 

To generate a report that shows transaction details for all services for the customer, click Merged Service History Report.  For directions, see below.

Note:  To see a sample of the report, click here.

Transaction Summary Report or Merged Service History Report Steps

After selecting the Transaction Summary report or the Merger Service History report, the following screen displays.

 

Dates
To

To limit the report to a range of dates, enter the beginning transaction date in the range. (mm/dd/ccyy)

Tip:  To include all dates on this report, leave blank.

From

To limit the report to a range of dates, enter the ending transaction date in the range. (mm/dd/ccyy)

Tip:  To include all dates, leave blank.

View Types

To choose the types of history transactions to print, click to check the appropriate types of transactions to view.

Tip:  To quickly select or de-select all view types listed, click the Check All icon.

or

To begin printing, click Print, or press [ENTER].

Keyboard shortcut:  [ALT + p]

To print the report to the screen, click Print View .

Or, to escape from the print routine, click Cancel .

Keyboard shortcut:  [ALT + c]

Right-click Menu

To see additional functions, right-click within the grid.  Below is an example.

To expand all rows in the grid, click Expand All.

To collapse all rows in the grid, click Collapse All.

To copy the information highlighted in the selected rows, click Copy.

Printing & Exporting Functions

These functions can be handy for further manipulating or formatting the data or sending copies to coworkers.  In addition, Print and Print Preview functions are available.  

To begin printing the displayed information, click Print.  The Print dialog opens.

Or, to print to the Print Preview window, click Print Preview.

  • - To create a Microsoft Excel spreadsheet from the displayed information, click Save as Excel.  This can be handy if you want to further manipulate the report data.  Then, follow the normal Windows® save procedure listed below.

  • - To create a PDF document from the displayed information, click Save as PDF.  Then, follow the normal Windows® save procedure listed below.

  • - To create a Microsoft Word document from the displayed information, click Save as Word.  This can be handy if you want to change the heading or print the report on letterhead.  Then, follow the normal Windows® save procedure listed below.

The Windows Save As steps:

  • At the Save In field, navigate to the desired location.

  • At the File Name field, enter a file name.

  • The Save as Type is set based on the Save as selected:

  • Excel document to save as an Excel file.

  • PDF to save as a PDF document.

  • Word Document to save as a Word document.

  • Click Save .