Using this task, you can view and print the accounting event history for the household. You can access this task from any tab in Household > Accounting.
Note
When you access the Print Event History Detail task on the Summary tab, the report includes event history from all of the accounting tabs for the household.
When you access the Print Event History Detail task on the Receivables, Subsidy, Deposits, or Promissory Notes tab, the report only includes event history detail from the tab where you accessed the task.
To view and print the event history detail, follow these steps:
1. Go to Household Detail > Accounting Tab.
2. Go to the Summary Tab.
or
3. Go to the Receivables, Subsidy, Deposits, or Promissory Notes Tab, and then highlight an event in the Event History area.
4. Go to Tasks > Print Event History Detail.
5. In the Selection area, the following display options are available:
▪ View—Select how to view the events from the following options:
▪ Monthly Summary—Select to view the events in a monthly summary.
▪ Summary—Select to view a summary of the events.
▪ Detail—Select to view details of the events.
▪ Full Detail—Select to view the complete details of the events.
▪ Group By—Select how to group the events from the following options:
▪ Event Date—Select to group the events by event date. If you select this option, you can specify the date range in the Begin Date and End Date fields.
▪ Due Date—Select to group the events by due date.
▪ Timestamp—Select to group the events by timestamp.
▪ Begin Date—If you select Event Date in the Group By field, select the beginning date from which you want to view events.
▪ End Date—If you select Event Date in the Group By field, select the ending date to which you want to view events.
▪ Show Reversals—Select to display items that were reversed.
Note
The option you select in the Group By field is displayed in the heading of the report.
In addition, the heading displays the household's current unit, even if the report is run for a date range during which the household occupied a different unit. If the household is no longer living in a unit, the last unit occupied by the household in the date range is displayed.
6. Once the information you want to view is displayed, you can print the Event History report by clicking the print icon in the toolbar.