Transaction Summary

Use the Transaction Summary to total the transactions for a selected billing period and provide daily totals for invoices, transactions, adjustments, deposits applied, and interest accrued. Use this report to

Verify the amounts that have been updated from Cash Receipting to the Accounts Receivable application.
Verify the correct amounts have been updated from Accounts Receivable to the General Ledger application.

Printing a transaction summary

1. Open Connect Accounts Receivable > Reports > Transaction Summary.

2. Select a report title.

3. Enter the Report Dates.

Report Dates is the report date range. The report will use the report date range to select transactions to print on the report.

Do you want to use the current month as the report date range?

Yes, I want to use the current month. Continue to the next step.
No, I want to use a different date range. Change the Report Date, or click Advanced Options.

4. Click Print (CTRL+P).

The report prints.