PTAEZ Help Topics
PTAEZ Help articles
Category History is a detailed report of all transactions that have taken place is a specific category 1. Select Report/Category-Transactions Re...
Fri, Mar 27, 2020 at 10:09 AM
Category History Report shows all activity for a specific category (does not include starting and ending balances) 1. Select Report/Category-Transa...
Fri, Mar 27, 2020 at 10:10 AM
· Select Reports/Category,Transactions Reports/Category Group Report · Select the Group You wish to Report on · Select the Date Ra...
Fri, Mar 27, 2020 at 10:11 AM
The transaction detail report is a breakdown of all transactions for each category in a selected period of time 1. Select Reports/ Category-Transac...
Fri, Mar 27, 2020 at 10:12 AM
A transaction summary report is a breakdown of each categories total transactions separated by Assets, Liabilities and Equity, and Revenue. 1. Sele...
Fri, Mar 27, 2020 at 10:12 AM
The NSF Check report will show you all NSF Checks you have entered with the NSF Check Feature 1. Select Reports/Category-Transactions Reports/NSF Check ...
Fri, Mar 27, 2020 at 10:13 AM
The Vendor 1099 Report is a simple way to account for all vendors whom you are required to send a 1099 form to. The report will show a break down of each 10...
Fri, Mar 27, 2020 at 10:14 AM
An item sales report is a detail of all the items sold within the given dates 1. Select Reports/Item-Sales Reports/Item Sales from the report menu ...
Fri, Mar 27, 2020 at 10:14 AM
The Item Options Report will allow you to run a report filtering for "Selection List" options you have associated to an Item. *Note: this report C...
Fri, Mar 27, 2020 at 10:15 AM
The Inventory report shows your current Quantity on Hand for each Item/Option as well as the average cost and value of your Inventory 1. Select Rep...
Fri, Mar 27, 2020 at 10:15 AM