Transactions List View

The ArchiOffice Online Transactions List View shows summary information for all project transactions. The information shown includes date, transaction number, associated client, notes, type and amount.

To access this screen select List from the Action drop-down list on the Projects - Billing-Transactions screen.

Grid

The grid displays a list of all project related transactions (e.g., payment, retainer, credit and refund).

Edit:

Click a selected transaction to view more detailed information and make changes.

Sort:

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

Button Panel

Search :

Use this search field to quickly locate transactions. The field's predictive search instantly display results as you type in this field.

Return:

Click to return to the Transactions screen.

Help:

Opens the ArchiOffice Online Help in the Transactions section.

Action

Find:

Select to locate transactions matching specific criteria. The resulting found set displays in the List View.

Re-Find:

Select to return to the last search criteria so you can modify the requests before executing the search.

Find All:

Select to view all recorded transactions.

Print:

Select this option to print a report of records displayed in the list view.