Transaction File

If the transaction was found, the transaction record will be displayed on the screen.  The transaction record will look similar to the following:

Right-clicking on the blue header bar will allow you to add additional criteria when searching your transaction.  You will have the option of checking the box you would like to be viable on your search. The Move Up and Down buttons will allow you to reorder the positions of the columns how you like.

You can set these settings to be for a Specific User, Store, or Company.

Right-clicking on a contract will display the following options. Here can select a contract, Print a contract, Show Related contracts, access Customer Dashboard, Copy Grid, or Export to a Spreadsheet.

Select Contract – Allows you to select a specific contract

Print Contract – Allows you to print the contract

Related Contracts -  Will display any related contracts associated with the main contract. This is helpful when contracts have been continually billed.

Customer Dashboard – The customer dashboard screen will be displayed

Export to Spreadsheet –Will export contracts on the screen to an excel spreadsheet.

Transaction File:

Functions Menu:

Modify – By clicking this, you will be allowed to modify any fields within the transaction record that are enabled (not dimmed).

Customer – This option will display the customer record.

Change Posting Date - Allows you to change the date of a posted contract.  This option is not available when you are using an API integrated accounting package.

*Note: You will only be able to post from the previous month to the current month.

Reports Menu:

Transaction Edit - This option will display every edit done to this contract.  The date, contract number, action, status (first position status before the change, second position status after the change), operator name, total amount changed, paid amount, pay method, the deposit paid, and deposit method.  The display will look similar to the following:

Payment History:

This option will list all of the payments made on this contract, subtotaled by payment method.  The screen will look similar to the following:

You can optionally select only Rental/Sale Payments or Deposit Payments.  Because of PCI compliance issues, you cannot see the entire credit card number.

Posted to Totals – This option will list all of the amounts that have been posted to the totals.  The report will look similar to the following:

Items – This button will display a list of all the items on the contract.  You can resort the items by clicking on the column heading that you want to sort by.  Note:  If you resort the items, a new button labeled Re-sort will appear.  If you click that button, the items on the contract will be permanently resorted by the order displayed.  The screen will look similar to the following:

Show Calls – This button will display all of the call logs entered for this contract.  You can also enter a new log entry for this contract.

Print – This button allows you to print the current contract.  You will be given the option to select the contract format you wish to print.