After posting a letter or running a transaction, you have the opportunity to view those historical actions by clicking on the History tab from the Group Overview.

History Overview

A. Transaction History Section:

i. Date – Displays the date the documents were created.

ii. Program – Shows the program the members are associated with.

iii. Number of Transactions – Number of transactions posted in total.

B. Document History Section: 

i. Date – Displays the date the documents were created.

ii. Number of Documents – Shows the number of documents created on the aforementioned date.

iii. Document Type – The name of the document generated.

iiii. Download – This allows you the ability to download all documents from one location.

Transactions

A. Back to History List: Clicking here takes the user back to the History Overview.

B. Transaction Summary: Provides a summary of the transaction posting details, including the posted on date, number of entries, total amount, and description if applicable.

C. Print All: This allows the user to print all invoices at one time.

D. Household: Which household the transaction posted to.

E. Account: The account the transaction posted to.

F. Transaction Type: Type of transaction posted, i.e charge, credit, or adjustment.

G. Amount: Amount of the transaction.

H.  Print: Print an individual invoice for the transaction corresponding with the household.

Documents

A. Back to History List: Clicking here takes the user back to the History Overview.

B. Document Summary: Provides a summary of the documents generated, including the generated on date, number of entries, template type, and who generated the document.

C. Print All: This allows the user to print all documents at one time.

D. Household: Which household the transaction posted to.

E. File: Name of the document generated.

F. Upload Date: Date the document was generated and added to the household documents tab.

G. Print: Print an individual copy of the document generated.