Contacts-Transactions

See Also

 

The Contacts-Transactions portal shows a chronological history of all transactions (that is, payment, credits, retainer deposits and refunds) issued for all projects associated with a contact.

 

Grid

Date:

Displays the date on which the transaction was made.

 

Project Name:

Specifies the name of the project which is associated with the transaction.

 

Notes:

Displays the comments or descriptive details saved with the transaction.

 

Transaction No:

Specifies the number for the currently displayed transaction.

 

Transaction Type:

Specifies the type of transaction recorded: payment received, retainer applied, credit issued or amount refunded.

 

Edit:

Click a row to view or edit the transaction details.

 

Sort:

Any column header can be selected to sort information by that category.

 

Button Panel

Filters

Use the filters to only display transactions for a contact associated with a specific project or date range. Click Clear to undo the filters.

 

From-To:

These fields limit the transaction records displayed in the grid to those that fall within the date range specified.

 

Project:

Make a selection from the drop-down list to specify the project whose transactions you want to view in the grid.

 

Action

 

Help:

Opens the EngineerOffice 2016 Help in the Contacts section.

 

New

Select this option to create a new transaction for a contact.

 

List:

Select to view all transactions.

 

Find

Select to locate a specific transaction and return a Found Set displaying the results in a List View.

See Also