ZigaForm version 5.3.5

Credit Card Charges/Credits Report

By |2021-08-02T14:35:18-05:00March 23rd, 2018|Comments Off on Credit Card Charges/Credits Report
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Introduction

The Credit Card Charges/Credits Report displays credit card transactions using a variety of filtering and display options.

Form Access

  • From the main menu, click Reports | Accounting | Banking | Credit Card Charges/Credits, or use the Report Navigator.

Credit Card Charges/Credits Report File Path

Credit Card Charges/Credits Report File Path

Report Options

Credit Card Charges Credits Report Options

Credit Card Charges Credits Report Options

Date Filter Area

The following date filtering is available in this report.

  • Date Range – Choose from a pre-defined range of time-frames from the “Date Range” drop-down list, or enter a custom range using the “From” and “To” fields.

Filter Area

The following general filters are available in this report.

  • Vendor – To filter the report by a particular vendor, select one from this drop-down list.
  • Credit Card Account- To filter the report by a particular credit card, select one from this drop-down list.

Additional Report Options

  • Include Transaction Details – Tick the checkbox to include in the report.

Other Controls

  • Cancel – The Cancel button closes the window.
  • Preview – The Preview button will show an on-screen display of the report, from which a hard-copy can be printed.  The preview screen is also capable exporting the report in a PDF format for email use.  A text search function in the preview screen can be used to locate a particular string of text.
  • Close Window on Preview – Ticking this checkbox will have the options window automatically close when the Preview button is clicked.

Example Credit Card Charges/Credits Report

Below is an example report (which may have been cropped and shrunk to conserve space).

Credit Card Charges Credits Report PDF

Credit Card Charges Credits Report PDF

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HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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