Menu 4.4 - Trans By Client

The Transactions by Client report provides a detailed look at collection activity for a specific client. It lists all transactions posted to the client's accounts, in chronological order. You can run the report for the current month or for any months stored in the Financial Transaction log.

When a transaction is posted, The Collector System records both a transaction record and a transaction history record. This means that The Collector System does not wait until Month-End to move the current month's transaction into the transaction history file. When you choose to view the transaction history when generating a transaction report, you can choose to include current transactions as well.

The Transactions by Client report format and formulas are the same as the Daily Transactions and Transactions by Desk reports. The difference between the three reports is only the manner in which the transactions are sorted:

• The Daily Transactions report sorts by date
• The Transactions by Desk report sorts by desk
• The Transactions by Client report sorts by client

As with the other two reports, the system omits your agency's revenue figures from the report so that you can send it to a client, if desired.