Once a regular Customer Payment Register has been printed and cleared in the system, the information can then be re-accessed through this History report module. You can print the History by a past Register, Item, or Deposit Date. When you enter the Customer Payment Register (History) module, the screen will appear as follows:
The Select Printer option appears in the screen above to ensure a graphical printer is selected prior to printing the History. However, this report can also be exported to Excel. The default for Beg and End Branch (1) fields will be for the current Branch, however, you can select another Branch or display/print for a range of Branches by adjusting these fields. The Date Range Type (2) field allows for selecting the type of date to use to locate History. The Register option uses the date the Register was cleared. The Item option uses the date the Item was entered in the system, and the Deposit option uses the Deposit Date from the Customer Payment Register. Once a Date Range Type is selected, use the Beg and End Date (3) fields to isolate the historical data to a time period. The Customer (4) field will default to ** All **. Only select a Customer if you are looking for history specific to a Customer. The Type (5) field allows you to search for history for a specific Payment Type. The Summary / Detail (6) option will only be available when more than one Branch is selected. The Separate For Each Register Cleared (7) option will produce one report per Register. The Split Payment Type Codes (8) option can be checked to display Split Deposit data on the report. Once all options have been selected, click the Run button to display historical data in the screen above. At this point, you can make adjustments to the sort/option fields, or continue to Print the report or export to Excel.