Transactions
From Emersion
Transactions
The Transactions function displays a list of all financial transactions recorded against all customers, including payments, invoices, credits, and refunds.
- Select Finance > Accounts Receivable > Transactions from the Menu. The Transaction list page will appear showing all transactions for all customers.
Search
You can locate a transaction in the Transaction list by using the Search function. The following fields can be used to search for transactions:
- Account Number
- Customer Name
- From - allows date selection via a Calendar tool
- To - allows date selection via a Calendar tool
- Batch ID
- Journal ID
- Transaction Type - All, Invoice, Allocate Unallocated Payment, Debit, Debit Write Off, Security Payment, Security Refund, Unallocated payment, Payment, Credit, and Refund
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.
