Forum Message

Customer/Suppler Transaction List

Can I see A Full Transaction List of a Customer or Supplier?

i.e. invoices & payments of an individual customer on one page. I have seen a report of ALL customers but not individually.

PS only been using it for 2 hours so may have not found it yet, but it is a facility I use on a daily basis on the Old Sage Package.


Posted by carol Hinchcliffe on Jan 12, 2012 10:12 AM GMT

Hi Carol,

To see all transactions for a customer/supplier, right-click on a row in the Customers/Suppliers list and select 'Show Related Transactions'.

Regards,


Posted by Mark McLaren (Solar Accounts) on Jan 12, 2012 2:42 PM GMT

Thanks Mark that's great

Up to now the Package seems to be everything I want it to be.

I'm going to send the link to my accountant friend who works with small businesses as he is looking for a MAC package.


Posted by Carol Hinchcliffe on Jan 13, 2012 9:50 AM GMT

Hi Carol,

No problem - glad to hear you like our software!

Cheers


Posted by Mark McLaren (Solar Accounts) on Jan 13, 2012 5:21 PM GMT