Use the navigation panel to go to Customer/Reports/Transactions.
This gives an overview of all customer account transactions.
(Click screenshots to enlarge).
Description of ‘Transactions’ toolbar/ribbon:
- Refresh: Refreshes all information and edits made.
- Settlements: Allows the user to make settlements or open/cancel settlements already made.
- Physical voucher: View any physical vouchers linked to the highlighted transaction.
- Filter/Clear filter: Create a filter by date, account number, address etc. Clear the filter again. Read more about filters here.
- Layout: Save, delete, edit or retrieve a saved layout. Read more about layout here.
- Voucher transactions: Shows all transactions related to the selected voucher.
- Invoice lines: Shows the posted invoice lines.
Example:
The example below shows all transactions on the account name ‘Erik Damgaard’.
(Click screenshots to enlarge).
Highlight a transaction and click the ‘Voucher transactions’ button to show the order lines:
Highlight a transaction and click the ‘Invoice lines’ button to show the invoice lines:
