All Transactions
Learn how to view, search, and filter your sales orders, invoices, and quotes with print and payment functionality.
The transactions page displays real-time data that updates automatically. You'll always see the most current information about your financial activities.
What is the All Transactions Page?
The All Transactions page is your central hub for viewing and managing sales orders, invoices, and quotes. It provides a comprehensive table view with filtering capabilities, print functionality, and payment processing for invoices.
Transaction Type Selection
Switch between different transaction types to view specific data sets.
Capabilities:
- Sales Orders
- Invoices
- Quotes
- RMA Transactions
- Type-specific filtering
Date Range Filtering
View transactions for specific time periods with flexible date range options.
Capabilities:
- Custom date ranges
- Preset ranges (Last 1 month)
- Enhanced date picker
- Quick date selection
Transaction ID Search
Search for specific transactions using their unique identifiers.
Capabilities:
- Quote number search
- Sales order ID search
- Invoice number search
- RMA number search
- Type-specific search fields
Print Functionality
Print transaction documents directly from the interface.
Capabilities:
- Direct print access
- External NetSuite integration
- Print for all transaction types
- One-click printing
Payment Processing
Process payments directly for invoices with outstanding balances.
Capabilities:
- Pay Now button for invoices
- External payment links
- Real-time payment status
- Conditional payment options
Comprehensive Data View
View detailed transaction information in an organized table format.
Capabilities:
- Sortable columns
- Pagination support
- Status indicators
- Amount formatting
Transaction Types & Statuses
Understanding different transaction types and their statuses helps you interpret your financial data effectively.
Sales OrderProcessed
Customer purchase orders and sales transactions
InvoiceOpen
Bills sent to customers for payment
QuotePending
Price quotes and estimates provided to customers
RMAProcessed
Return Merchandise Authorization transactions for product returns and refunds
Sample Transaction View
Here's an example of how your transactions will be displayed in the interface:
| Transaction # (SO #) | Date | Type | Amount | Status | |
|---|---|---|---|---|---|
| SO-2024-001 | 1/15/2024 | Sales Order | $2,500 | Processed | |
| INV-2024-123 | 1/14/2024 | Invoice | $1,250 | Open | |
| QT-2024-045 | 1/12/2024 | Quote | $3,200 | Pending |
Example transaction data - your actual data will vary
How to Use Filters
Filters help you find specific transactions quickly. You can combine multiple filters for precise results.
Transaction Type
- Sales Order
- Invoice
- Quote
Date Range
- Last 1 Month (Default)
- Custom Date Range
- Enhanced Date Picker
Transaction ID Search
- Sales Order ID (for Sales Orders)
- Invoice Number (for Invoices)
- Quote Number (for Quotes)
Role-Based Access
Different user roles have different levels of access to transaction data and features.
ADMIN
Full Access
- View all transaction types
- Print all documents
- Process payments
- Access all filters
ACCOUNTING
Financial Access
- View all transaction types
- Print financial documents
- Process invoice payments
- Access date and ID filters
PROCUREMENT
Limited Access
- View sales orders and quotes
- Print related documents
- Basic filtering
NON_FINANCE_ADMIN
Restricted Access
- View sales orders
- Print sales documents
- Basic date filtering
To get the most out of the All Transactions feature:
- Use date ranges to focus on specific time periods
- Switch between transaction types to view different data sets
- Use transaction ID search to find specific records
- Print documents directly from the interface
- Use Pay Now button for invoice payments when available
- Monitor transaction status with color-coded indicators