Difference between revisions of "Transactions"

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(Created page with '==Transactions== The Transactions function displays a list of all financial transactions recorded against all customers, including payments, invoices,…')
 
 
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==Transactions==
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The Transactions function displays a list of all financial transactions recorded against all customers, including [[Payments|payments]], [[Invoicing|invoices]], [[Credits|credits]], and [[Refunds|refunds]].
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This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
  
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# Select '''Finance''' > '''Accounts Receivable '''>''' Transactions '''from the '''Menu.''' The ''Transaction list'' page will appear showing all transactions for all customers.
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'''Search'''
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[https://resources.emersion.com/display/EKB/The+Ledger+Journal Take me to the Emersion Knowledge Base article]
  
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You can locate a transaction in the ''Transaction ''list by using the ''Search'' function. The following fields can be used to search for transactions:
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* Account Number
 
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* Customer Name
 
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* From  -  allows date selection via a Calendar tool
 
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* To  -  allows date selection via a Calendar tool
 
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* Batch ID
 
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* Journal ID
 
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* Transaction Type -  All, Invoice, Allocate Unallocated Payment, Debit, Debit Write Off, Security Payment, Security Refund, Unallocated payment, Payment, Credit, and Refund
 
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'''Note:''' You can also display all transactions for a particular customer directly, but selecting Finance > Accounts Receivable from the Menu to display the ''Account Receivable Customer list'' page, and clicking the Transaction link in the ''Action ''column of the required customer.
 
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===See also===
 
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* [[Invoicing|Invoicing]]
 
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* [[Payments|Payments]]
 

Latest revision as of 11:23, 8 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

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