Transactions

The Transactions page allows you to view all the transactions that took place between you and the trading partner or partners you chose within a specific period of time.

The following search parameters are shown to help narrow the reporting results.

Field:

Description:

Trading Partners

Select the trading partner or partners for whom you wish to view transaction history.

Transaction Types

Select the transaction type or types for which you wish to view history.

Originating Date Range

The range of dates for which you wish to view history.

Billing Date Range

The range of billing dates for which you wish to view history.

Sort By

Radio buttons to select how you wish to sort the report; by date, document type, or trading partner.

While I Was

Radio buttons to select which role you played in the transactions; originator Only transactions that you originated appear on the report., recipient Only transactions that you received appear on the report., or both All transactions, regardless of the originator, appear on the report.

Click for more information, refer to Generating a Transaction Report.

See also:

Reporting