Difference between revisions of "Account Management/Customer Screen/Transactions"

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(Created page with "{{DISPLAYTITLE:Customer Transactions}} = Overview = This page provides a way for users to view the ledger journal for a customer. To access this screen users have one of two...")
 
 
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{{DISPLAYTITLE:Customer Transactions}}
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=This Content Has Moved House=
= Overview =
 
This page provides a way for users to view the ledger journal for a customer.
 
  
To access this screen users have one of two pathways:
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This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
  
Nav: '''Customer > List'''
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We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
  
# Click on the ID of a customer to open the customer record.  
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[https://resources.emersion.com/display/EKB/The+Ledger+Journal Take me to the Emersion Knowledge Base article]
# Click the '''Transactions''' tab to open the customer's package subscription.
 
  
[[File:Customer-ledger.png|1200px|]]
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[[file:new_home_sm.jpg|900px]]
 
 
Users can also view the ledger journal for all customers under '''Finance > Accounts Receivable > Transactions'''
 
 
 
=See Also=
 
* [[Ledger_Management|Managing ledger codes]]
 
* [[Data_Import/Ledger_Code_Mappings_Import|Importing ledger code mappings]]
 
* [[Data_Import/Xero_Ledger_Code_Mapping|Xero ledger codes]]
 

Latest revision as of 15:55, 6 March 2019

This Content Has Moved House

This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.

We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.

Take me to the Emersion Knowledge Base article

New home sm.jpg