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Introduction

This report outputs Account Balance and Invoice History. It compares the current month you are printing for to the same month a year ago, gives you totals for each of the past 12 months, and gives you a total. In addition, you can output information for a particular company, branch, territory, and account and choose to view the data on the screen or print to a printer.

Procedure

From the Optifacts Main Menu:

Select Option 1 – Accounts Receivable and press Enter.

Select Option 2 – Monthly Routines and press Enter.

Select Option 9 – History Report and press Enter.

• Follow the on-screen prompts pressing Enter past each field.

To view and download these instructions as a PDF file, click on the following document image.

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