Recurring Transactions - End of Contacts Report

Debtors >Reports >Report list 

 

 

 

 

 Transaction Type 

 Select from the drop-down menu to pull a report for a specific transaction type, or you can select all to include all recurring transactions. 

 

 

 Recurring Contacts 

 If you have Recurring Contracts like, Subscriptions, you can pull a report for these specific contracts, or you can pull a report that will include all transactions. 

 

 

 Ignore Dates 

 Tick this box to pull all creditors with recurring transactions no matter the date. 

 

 

 Date From / Date To 

 Choose the date range for which you want to view the report from / Select a date range of when you want to see up to on the report. 

 

 

 Show Client Code 

 Tick the Show Client Code if you would like a column added to your report that include the Clients code. 

 

 

 Include Cancelled Documents 

 Tick the box if you want the report to include cancelled documents.