Pro/Transaction List Screen

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Transaction List page

Transaction List Page

You can use this page to quickly access past financial records. Simply set a date range and you will see all invoices, payments, quotes, etc. In addition, you can narrow down the search results by:

  • Type of document.
  • The user.
  • The customer.
  • The vendor.
  • Or an inventory item.

In addition, there are three more tabs which allow you to further narrow down your search results.