Billing Account Transactions Console

Use the Billing Account Transactions Console to view detailed information about changes related to user or billing account balances.

The information that is displayed in this console depends on how you access it.

  • To diplay all transactions, from the Output Manager Console menu bar, select Tools > Billing Account Transactions.
  • To display all transactions for a user, from the Manage Users page, right-click on a user and select View Transactions.
  • To display all transactions for a billing account, from the Manage Billing Accounts page, right-click on a billing account and select View Transactions.

Billing Account Transactions Grid

You can customize the billing account transactions grid view by sorting, filtering, and grouping by columns. These actions are useful when trying to quickly find records in the Billing Account Transactions Console. You can also add and remove columns and change the order in which the columns display. The records are sorted by the date and time they are received. The most recent records appear at the top of the window.

Billing Account ID — The unique number associated with the billing account that completed the transaction.

Time — The time the transaction occurred.

Name — The user or billing account associated with the transaction.

Operation —The type of transaction that occurred.

Document ID — The ID of the document associated with the transaction.

Previous Balance — The balance of the user or billing account before the transaction.

Amount — The amount that the transaction cost.

Balance — The balance of the user or billing account after the transaction.

Comment — Comments entered by the user when user or billing accounts are manually adjusted.

Transactions time frame

Specifies which billing account transactions are displayed. You can select to view the transactions in the last hour, today, last 24 hours, last 7 days, last 14 days, this month, this year, or create a custom query. Selecting custom query displays the query tool.

Status bar

Search — Searches the grid columns. To search, type the text you want to find in the search box, click the column in the grid you want to search, and then press Enter or click the Search button. If the text is found, your focus will be moved to the first occurrence. New buttons will appear near the Search box that allow you to stop searching, move to the previous occurrence, and move to the next occurrence.

Print button — Prints the contents of the console window.

Query button — Displays the query tool for creating a custom query.

Refresh Query button — Updates the Billing Account Transactions Console data.

Paging buttons — Allows for paging through the grid. Click the double left arrow button (<<) to go to the first page, the left arrow button (<) to go to the previous page, the right arrow button (>) to go to the next page, and the double right arrow button (>>) to go to the last page.

Records — Displays the number of records in the console window.

Help button — Displays help for the Billing Account Transactions Console. The Help window incorporates contents, index, search, favorites, and glossary tabs to make it easy for you to find answers to your questions.