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Download List—Pre-Purchase Account Transactions

by Steve Carlson, on Dec 26, 2018 3:32:00 PM

Ver. 4.0.8924
Allows users on Gold or Silver plans to download a list of pre-purchase account transactions to a CSV file. Click the download icon (highlighted in yellow) and specify where to save.
 
List information includes: pre-purchase account name, transaction date, transaction type (funding, ProScan report, TeamScan Report or JobScan Report), name (first and last, job model, or team name), report name, amount and folder where transaction was saved. 
 
Where to find:  Pre-Purchase Account Details > Download icon
 
 

Topics:PDPWorks: What's NewDownload ListPre-Purchase Account

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