Transaction Browser


 

View Receipt on the Transaction Browser

 

Overview

This article will show you how to view Receipt options in the Transaction Browser.

Instructions

  1. Navigate to Functions > Transaction Browser
    financial_transaction_browser.jpg
  2. Select filters:
    apply_transaction_browser_filters.jpg
    • Locations: Select locations
    • Payment Type: Select payment types
    • Account: Search and select any user
    • Transaction From: Enter the start date for results
    • Transaction To: Enter the end date for results
    • Receipt #: Enter a receipt number, if applicable
    • Show Voids: Select to show void transactions in addition to valid transactions
  3. Click Refresh Results to apply filters to search results
    select_refresh_results_to_apply_transaction_browser_filters.jpg
  4. Click on the Receipt # to view editing options
    select_a_receipt___to_view_editing_options.jpg
  5. Navigate through the tabs
    • Receipt: Displays the receipt
      view_the_receipt_tab.jpg
      • Email: View or change the email address
      • Receipt: Choose to email, print, or thermal print (on receipt paper)
    • Transaction Edit: Edit transaction settings
      edit_transaction_settings_on_the_transaction_edit_tab.jpg
      • Receipt Location: Select a location
      • User/Account: Select a user
      • Employee: Select an employee
      • Notes: Enter any notes
      • Select Save Transaction to save any changes
    • GL Edit: Edit general ledger settings
      edit_the_general_ledger_settings_in_the_GL_edit_tab.jpg
      • Payment Code: Select the payment code
      • Edit the Amount paid, the Cost Center, and Revenue Code
      • Select Save GL to save changes
  6. Select Close to exit the Transaction window
    select_close_to_exit_transaction_window.jpg



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