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August 2015 - last edited June 2017 by Steven_M
It would be nice if there was a screen like Sales, where you could just have one clients transactions, all invoices, payments, credits etc to help with easy reconcillation. I know you can do a report, but it would be easier to do a quick reconcillation if the client phones to query something. Cheers Mel
Thank you for your feedback in regards to AccountRight and customer information.
I would encourage other users that you would like to see a window where you can see all the customer information such as invoices, payments, credits to vote and comment if required for this idea.
Currently a possible workaround would be:
You can see a full list of transactions for a card using the Find Transactions Card tab. Within here this will show you all the transactions associated with that card for the date range and advanced search criteria entered.