Transaction Summary Overview

The transaction summary tab displays all summary data for the following views:

• Assigned Payments
• Balance Detail
• Detail Assigned
• Invoice Summary
• Open Binder Bill
• Payment Summary
• Posted Invoices
• Reversed Invoices
• Summary View
• Transactional
• Unassigned Payments
• Unposted Invoices
• Retail Agent Balance Detail View
• Retail Agent Invoice Summary View
• Retail Agent Payables View

Click on the above links to view instructions on how to navigate to and use the transaction summary views.