TRAVERSE Global v11.1

Transaction History View

Use the Transaction History View function to retrieve and analyze summarized invoice and payment information. If you use multicurrency, invoices are available only in the original transaction currency. The quantity values reflect the transaction type.

Note: If you use Design Studio to replace any view definitions, you will not see the quantity value transaction type feature on the customized view unless you use Design Studio to change them.

After arranging and sorting the columns how you want to view the information:

Use the Preview Report button to view a preview of the information as a report. To print the report, click the Print button or to export the report to a PDF, HTML, MHT, RTF, Excel, CSV, Text, or Image File, click the Export Document button.

Use the Export Data button to export and save the data as an HTML, XML, plain text, or Microsoft Excel document.
Note: Depending on the output type selected, the information may export exactly as it appears on the screen, including column widths and expanded or collapsed grouped entries.

Use the Views button to save the current parameters set for the interactive view for using at a later time. You can also use the button to select, edit, or delete from the multiple saved views.

Use the Reset Layout button to reset the column headings and any sorting changes made to the information table.

See the Interactive View Overview for a basic understanding of interactive views and to view movies outlining the different types of interactive views.

Use the Print button to print an invoice from history.