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How to view all hardware fund and line rental subsidy transactions
All Transactions Report
The all transactions report provides a full history of all line rental subsidy and hardware fund transactions.
You'll require permission to view the reports area at the bottom of your screen.
The report provides the following information:
- Post date - Date & time that the transaction was posted
- Type - Subsidy or fund balance change
- Customer - Customer that the transaction refers to
- Direction - Debit or credit
- Amount - Value of the transaction
- Description - Details of either the manual adjustment or auto-update via the quote conversion process (for hardware funds or line rental subsidies converted from the quotation)
- Creator - The person who created the transaction
This report makes it easy to filter by date range to see any transaction changes over a period of time.
To keep track of your overall liability, please use the fund exposure widget:
Author: Michelle Livingstone