Viewing the Transaction Summary Graph

Home Tab : Viewing the Transaction Summary Graph

Viewing the Transaction Summary Graph

The color-coded status graph on the Home tab shows the type, status, and number of transactions for your account. Each type of document is represented by a different color. For example, blue-green might represent all invoice transactions.

If you:

You see...

Move your cursor over a color-coded area

Document summary information. For example, the number of Invoices in the Available column.

Click a colored-coded area in the graph.

The Document List page opens, listing all documents represented by the selected color in the column. For example, all Available Invoices (see “Using the Document List” on page 49).

To display documents for a specific time period

1

From the drop-down list, select a time period in minutes, hours, or days.

2

Click Search.

Your time-specific documents display in the Transaction Summary graph.

View or print a User Guide PDF

If you:	You see...
Move your cursor over a color-coded area	Document summary information. For example, the number of Invoices in the Available column.
Click a colored-coded area in the graph.	The Document List page opens, listing all documents represented by the selected color in the column. For example, all Available Invoices (see “Using the Document List” on page 49).