VIEWING PAYMENT HISTORY

You can view a history of your payments by selecting "Payment Records" from the main menu. By default, a one-year history of all bills paid will be displayed. However, you can customize your reports and then save any of them as your default report.

1.  From the "Payment Records" submenu, select "Customize a Report" to access the following screen:

2.  Enter the following information:

• Select/Create report: Select "New Report"
• Report title: Enter your title
• Timeframe: Select the desired timeframe from the menu - the date range will autofill based on your selection (select "Custom Dates" from the menu to enter your own date range)
• Subtotal: Indicate how you want your data to be subtotaled
• Payees: Select/deselect the payees you want to be included in your report
• Funding accounts: Keep default account
• Payment statuses: Select/deselect all that you want to be included in your report
• Notes: Select to display personal notes
• Check Save report settings and Save this report as default report as desired

3.  Click the "Generate Report" button to display your report (see sample below)