View Customer Transactions screen

Use the View Customer Transactions screen to create a list of customer transactions. You can select to view customer transactions for a specified date range, customer, company. and/or project. You can then use Customize Grids to customize the way the data is displayed including, filtering, totaling, and sorting the data, and to save the settings for future use.

You can customize the way the data is displayed using filters, calculations, groups, and more. See Customize Grids for details.

Note: To open the View Customer Transactions screen, click Customers > Reports > View Customer Transactions in the All Tasks pane.