Viewing Homeowner’s Transaction History
Viewing Homeowner’s Transaction History
To view homeowner transaction history:
Note: This topic focuses on using the Transaction History screen. If you want to view a specific homeowner, you can also go to the Transactions tab of Homeowners > Homeowners/ Primary Homeowner Information screen and skip the filtering steps described below. If you are using universal navigation, click Residents > Residents > Resident List.
Select Homeowners > Transaction History. If you are using universal navigation, click Residents > Residents > Transaction History.
Enter the filters in the top portion of the screen and click Refresh to load. The transaction details load in the bottom portion of the screen.
NOTE: Additional search criteria are available on this screen using the Association, Homeowner, Show, View, and Date fields. When searching by View, the Charge Grouping option will display the results as groupings by Assessment Type. The Transactions by Date view will display the results in date order. Preferred views may be set under System > User Preferences. If you are using universal navigation, click Settings > Preferences > User Preferences.
Viewing the Transaction History Activity Log
You can click Activity Log to view a list of account activities and users responsible for the actions.
Viewing Future Transactions from the Transaction History
Future Transactions: To view, click the Future Transactions button.
Date: Click the link to review and edit the Post Transaction.
Batch: Hover over the number to see a popup with the batch details.
