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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* [[Ledger_Management|Managing ledger codes]] | * [[Ledger_Management|Managing ledger codes]] | ||
* [[Data_Import/Ledger_Code_Mappings_Import|Importing ledger code mappings]] | * [[Data_Import/Ledger_Code_Mappings_Import|Importing ledger code mappings]] | ||
| − | * [ | + | * [https://resources.emersion.com/display/EKB/Ledger+Code+Mapping+with+Xero+Integration Mapping Xero ledger codes] |
Revision as of 13:26, 14 May 2018
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:
Nav: Customer > List
- Click on the ID of a customer to open the customer record.
- Click the Transactions tab to open the customer's package subscription.
Users can also view the ledger journal for all customers under Finance > Accounts Receivable > Transactions
