Other Options

1. Click Other Options and then click Enter/View Comments. The Comments dialog box, listing any existing comments for the selected transaction, appears.

2. To attach a new comment to the selected transaction, click in the text field and type a comment.

3. Click OK or click Cancel to return to the detail form.

Notes:

• When entering or viewing comments, each transaction must be selected individually.

• Comments are cumulative.  Ten comments of up to 100 characters are stored, along with the name of the person who entered the comment.

1. Click Other Options, and then click View Transaction History. The View Transaction History dialog box, containing a list of actions undergone by the selected transaction, appears.  Each action is listed with its date/time and the user name of the person who performed the action.

2. Click OK or Cancel to close the dialog box and return to the detail form.

Notes:

• When viewing transaction histories, each transaction must be selected individually.

• To print the transaction history, click Print in the View Transaction History dialog box.

To view error messages associated with a transaction, click Other Options and then click View Error Messages.  The View Error Messages dialog box appears. Review any errors and click OK to close the dialog box.

Note:

• This action is not available if the selected transaction does not have any error messages associated with it.

1. From a detail form, select the transaction you want to include in your summary list.  To select multiple transactions, drag the cursor down sequential lines or hold the CTRL key as you select individual lines that are not sequential.

2. Click Other Options, and then click Print.