View Receipt on the Transaction Browser

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This article will show you how to view Receipt options in the Transaction Browser.

Instructions

  1. Log in to Recreation Management

  2. Navigate to the Financial tab, and then select Transaction BrowserFinancial, transaction browser in left navigation menu

  3. Select filters transaction browser filters

    • Locations: Select locations

    • Payment Type: Select payment types

    • Account: Search and select any user

    • Transaction From: Enter the start date for results

    • Transaction To: Enter the end date for results

    • Receipt #: Enter a receipt number, if applicable

    • Show Voids: Select to show void transactions in addition to valid transactions

  4. Click Refresh Results to apply filters to search results refresh results

  5. Click on the Receipt # to view editing options receipt number

    Note:

    You can click Void to invalidate a receipt. View our article Void a Transaction in Transaction Browser for more information.

  6. Navigate through the tabs

    • Receipt: Displays the receipt receipt tab

      • Email: View or change the email address

      • Receipt: Choose to email, print, or thermal print (on receipt paper)

    • Transaction Edit: Edit transaction settings transaction edit tab

      • Receipt Location: Select a location

      • User/Account: Select a user

      • Employee: Select an employee

      • Notes: Enter any notes

      • Select Save Transaction to save any changes

    • GL Edit: Edit general ledger settings GL edit tab

      • Payment Code: Select the payment code

      • Edit the Amount paid, the Cost Center, and Revenue Code

      • Select Save GL to save changes

  7. Select Close to exit the Transaction window close button