Access Posted Transaction Files

Access posted transaction files if you need to review, print, delete, or resubmit them.

To access archived transaction files, complete the following steps:

  1. From the Vision Navigation menu, click Utilities > Advanced Utilities > Posted Transaction Files.
  2. In the Transaction Type field on the Posted Transaction Files form, select a transaction type.

    Vision displays all transaction files posted during the current accounting period.

  3. Optional. To limit the number of transactions displayed, select the Show only transactions created by me option.
  4. Select a file.
  5. Select one of the following actions:
    Option Description
    To print a list of the transactions in the file Click Transaction List and then click Print.
    To display a list of the transactions in the file Click Transaction List and then click Preview.
    To make the file available again in the Transaction Center Click Recreate File.
    To delete the file Click Delete.