Unexpected Transfers Report

This report shows any unusual or suspicious transfer activity for the specified customer and optionally, its departments. This typically indicates theft.

  1. Go to Customers ðUnexpected Transfer, or go to CustomersðCustomer List.

  2. Find the customer you’re looking for and click View.

  3. Click the Customer Reports tab.

  4. Click Unexpected Transfers.

Generating an Unexpected Transfers Report

 

  1. To change the customer the report is on, click the Customer ID field and enter a customer ID, or click Open Customer Search to search for a customer ID.

  2. Check Include all departments to include all the customer’s departments in the report, if any.

  3. Set the start date of the report by selecting a month and year from the drop-downs in the From the beginning of field.

  4. Set the end date of the report by selecting a month and year from the drop-downs in the To the end of field.

  5. Click SEARCH.