Modify the Payment Transactions Report

To modify the Payment Transactions report:

  1. In the Home window, open the Report Centre. Select Suppliers & Purchases and then Payment Transactions. Click Modify this report.
  2. (Optional) Select the Template you want to use for the report.
  3. Select how transaction details should be sorted, by Date or by Transaction Number.
  4. Enter the Start and Finish dates or transaction numbers.
  5. In the Show section, select the payment types you want to appear in the report:
  6. (Optional) Customize the:
  7. (Optional) Save the report as a template in My Reports.
  8. Click OK to display the report.

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