Customer transaction history

Question asked by Mr Sukumar Amin 6 years ago

Dear Sir

Is it possible to download customer transaction history in the clear book? I am looking for customers list of invoices raised in 15-16 in Excel with invoice number.

Regards Parul

1 Reply

Hi Parul,

The best way I can think of getting this info is by using the Audit log, although there are no export options for this, so you would need to copy from the screen and paste into a spreadsheet. Also there are no date filters, however all transactions are filtered by date. The Audit log can be found on the Reports>All menu under the Detail heading.

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