Skip to main content

Enquiry Problems Answer 2

Monthly Transaction Reports

  • How do I print off my monthly transactions listing?

Simple Version

A simplified version of the monthly transactions listing can be obtained by using 'Personal Menu, Standard Enquiries , Monthly Transactions Report' option on the Qfis menu. If you double-click on

you will be prompted for an Accounting Period and then a Project Code (entered in CAPS). If you leave the 'Project' prompt blank Qfis will return all Projects to which you have access.

Once the results appear you are free to format them for printing from your own printer, or you can copy and paste to Excel or Word.

Full Version

To print an exact copy of the report you received previously do the folllowing :

Use 'Personal Menu' and click on the '+' sign beside the new menu item 'Qfis Reports' - this should open to reveal the transaction listing option:

How do I print off my monthly transactions listing? Image 1

Double-click on this and you will be presented with new dialogue box:

How do I use online commitment enquiries? Image 2

You can ignore the first 9 lines as they are preset.

On line 10 type in the Value of the Project you are interested in (First Project in range) and on line 11 the last Project. If you are only interested in a single Project, then you need to put the same Project code in 'First' and 'Last'. Again if you don't type in a Project Code the report will contain all the Projects to which you have access.

'Report Period' is asking for an accounting period which you can enter. Once you have entered your criteria click the Floppy Disc icon on the toolbar, or press F12 to save the request. You will be presented with a Report Order number, which you should note.:

How do I use online commitment enquiries? Image 3

You have now requested your report from the central server, and your request is in a queue.

To pick up your report you need to use the 'Maintenance of report printouts' icon : How do I use online commitment enquiries? Image 4 on the toolbar (furthest right). When you click on this you get a new screen :

How do I use online commitment enquiries? Image 5

Initially, you will only see the grey line (which is a query line i.e. you can enter search criteria on this line). To bring your report up press the 'Find' icon How do I use online commitment enquiries? Image 6 or press F7. As the report is in a server queue it can take several minutes for the report to appear on the white line, you may have to click the icon several times.

Once your report has appeared as above, double click on it and it should appear in Print Preview mode on your screen:

If your report appears in Portrait mode use the print setup icon (spanner and printer) to change the settings to suit your printer.

Once you are happy with the print settings use the printer icon to print your report.

Some users have asked that the information in the report be available in electronic format, this can be achieved by using the envelope icon.

Just click on it then select your output format and save to disk file.

Back to FAQ Index