Friday, March 15, 2019

Vendor Record > Financial > Transactions > show only transactions for a specific date

On the Vendor Record > Financial tab> Transactions subtab, the user only wants to show transactions that were created for a specific date range. In order to do this, the user may do the following:


1. Open the Vendor record > click Edit

2. Go to Financial tab > Transactions subtab > click the Customize View button.

3. On the Customize Transaction Search Results > go to Available Filters tab

5. Add filter for Date > check the Show in Filter Region checkbox

6. Click Save.

Afterwards, the user can go back to the Vendor record and the transactions can now be filtered by date.

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