Example 2: Display Transaction History From a Specified Date Range
This example demonstrates how to use the UpToDaysOld filter to display transaction history from a specified date range.
This example shows you how to use the UpToDaysOld filter to display transactions from a specified number of days ago.
Two invoices are posted:
-
INV00000001: Invoice is posted on 02/10/2012, a processed payment and payment date on 02/12/2012, a processed adjustment and adjustment date on 02/17/2012.
-
INV00000002: Invoice is posted on 03/01/2012.
Customize the Template
The following table shows the UpToDaysOld filter in the Transaction Date column, which will display transactions up to 60 days old (default value). The maximum value is 180 days.
To display transactions up to a specific number of days:
-
90 days old, replace the default string
<<TableFilter:UpToDaysOld>>with<<TableFilter:UpToDaysOld 90>>. -
30 days old, replace the default string
<<TableFilter:UpToDaysOld>>with<<TableFilter:UpToDaysOld 30>>.
|
Previous Transactions | |||||
|---|---|---|---|---|---|
|
Transaction Date |
Transaction Number |
Transaction Type |
Description |
Amount |
Account Balance Impact |
|
<<TableStart: PreviousTransaction>> <<TableFilter: UpToDaysOld>><<Transaction. TransactionDate>> |
<<Transaction. TransactionNumber>> |
<<Transaction. TransactionType>> |
<<Transaction. Description>> |
<<Transaction. TransactionAmount>> |
<<Transaction. AccountBalanceImpact>> <<TableEnd: PreviousTransaction>> |
View the Invoice
The following transactions are displayed when viewing INV0000002 in PDF format:
|
Previous Transactions | |||||
|---|---|---|---|---|---|
|
Transaction Date |
Transaction Number |
Transaction Type |
Description |
Amount |
Account Balance Impact |
|
02/10/2012 |
INV00000001 |
Invoice |
Invoice |
$700.00 |
$700.00 |
|
02/12/2012 |
P00000001 |
Credit Card Payment |
Pay invoice |
$200.00 |
($200.00) |
|
02/17/2012 |
IA00000001 |
Adjustment |
Adjust invoice |
($15.00) |
($15.00) |