This article explores Transaction History within the Statements Module in GhostPractice.

Transaction History reflects ALL transactions recorded against a specific account, i.e. Client, Matter, General Ledger, Debt Recovery Debtor, Business Creditor and Instructed Correspondent Matter. 

All transactions processed through GhostPractice are stored in a common Transaction file; however, the different transaction types can be filtered, displayed or stored according to a set of selection criteria.

This can be viewed or printed by using the Preview function in the Transaction History module:

You can select whether you wish to view the report in Landscape or Portrait. GhostPractice will remember your selection, and you only need to pick it again should you want to change the option.

Viewing Statement of Account and Billing Statement in Transaction History:

• You have the option to view Statement of Account entries, Billing Statement entries or Notes using the Matter View function in the Transaction History.

• In Transaction History, click on Matter View and select the option you wish to view:

  

Example of Transaction History where All is selected:

Example of Transaction History where Billing Statement is selected:

Related Articles

1. Matter History

2. Billing Statement

3. Statement of Account

4. Client Statement Options

5. Client Statement Summary

6. Statement Comparison