Search Optifacts User Documentation
Table of Contents (on this page)
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.
