Tuesday, June 4, 2019

Include System Notes Fields on Credit Card Transaction Search

The alternate solution will be to use a transaction search. Navigate to Reports > Saved Searches > All Saved Searches > New, click on Transactions and add the following:


        - For Criteria > Standard subtab:

                - Payment Method: any credit card types (Visa, MasterCard, Discover, American Express)

                - Type: any transactions (i.e. Credit Card, Cash Sale, Customer Deposit, Deposit, Payment)

                - System Notes field... (any desired field)

        - For Results > Columns subtab:

                - Date

                - Payment Method

                - Credit Card Number

                - Credit Cardholder Name

                - Auth. Code

                - Amount

                - System Notes field... (any desired field)

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