How to Compare Customers Transactions Between Two Biling Periods

You can easily compare transactions between different billing periods for each customer.

Instructions

1. Navigate to the Customers tab and select the customer
2. Switch to the Transactions tab
3. Select the desired Agreement and first Period from the dropdowns
4. Click the Compare button
5. Select the Period to compare from the new dropdown - a comparison results table will be displayed below with the following color indications:

• Green -  Transactions only exist in based billing period
• Red -   Transactions only exist in period to compare
• White -  Same Transactions exist in both billing periods

 

Note: When customer transactions page in comparison mode, you can't execute any page activities as page is in display mode.