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Transaction Enquiry

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Be able to re-size the "Transactions" section within the "Customer Transaction Enquiry" screen

It'd be useful if you could adjust the height of the "Transactions" section when in the "Customer Transaction Enquiry" screen. Sometimes there might be one transaction with lots of lines in the nominal sub-section, or several invoices in the alloc...
John Wilkins 17 days ago in Transaction Enquiry 2 Review Required

Unallocated amount in transaction enquiry

In Supplier Transaction Query and Customer Transaction Query, instead of having "Allocated" amount we should have an option to add the Unallocated amount instead.
Leanne Mann about 2 months ago in Transaction Enquiry / Transaction Enquiry 0 Idea Accepted - Gauging Support

AR allocation drilldown - show inv date and due date

ON AR enquiry when you click on the allocation drilldown for a payment as well as showing the current info (inv number, amount) please can you add in invoice date and deu date
Jamie Bazley about 1 month ago in Transaction Enquiry / Transaction Enquiry 1 Idea Accepted - Gauging Support

Add links between Sales transactions and SOP invoices, Purchase transactions and POP invoices

It's not unusual to want to drill down from a sales or purchase invoice/credit note to the SOP/POP invoice. At present, the database structure makes this difficult or impossible as it depends on the transaction reference - which can be amended. A ...
Geoff Turner over 2 years ago in Transaction Enquiry / Transaction Enquiry 0 Idea Accepted - Gauging Support

Remaining invoice balances

When viewing Customer or Supplier part paid transactions on an enquiry screen, you can view the total of the Invoice in one column, the amount allocated again it in another column (If it is part paid). But not the remaining balance of the Invoice....
Guest over 1 year ago in Transaction Enquiry 0 Idea Accepted - Gauging Support

Sales and Purchase Ledger Transaction Enquiries - setting to choose whether to sort descending or ascending

In credit control & payment control circumstances, users wish to see the oldest transactions first when loading a transaction enquiry as these are the transactions most likely to need attention, they can click on the column to change the sort ...
Saeed Malik over 6 years ago in Transaction Enquiry / Transaction Enquiry 0 Idea Accepted - Gauging Support

add a column showing the outstanding values on a sales ledger enquiry

add a column showing the outstanding values on a sales ledger enquiry
Guest about 2 years ago in Transaction Enquiry / Transaction Enquiry 0 Idea Accepted - Gauging Support

Customer Transaction Enquiry- Option to extract certain amount of lines on current screen rather than whole list

Sometimes in the Customer Transaction Screen for outstanding invoices, you only want to extract a certain portion of the information into excel format rather than the whole lot- we have some customers with a lot of invoices to scroll through, some...
Marie Holt about 1 year ago in Transaction Enquiry / Transaction Enquiry 0 Idea Accepted - Gauging Support

Re-Print Multiple Outstanding Invoices from Transaction Enquiry

It would be good to be able to re-print multiple Invoices that are outstanding i.e. Customer has more than one Invoice outstanding and wants a copy of all Rather than generating each one individually we want to generate in a batch and then can ema...
Guest over 5 years ago in Transaction Enquiry 0 Idea Accepted - Gauging Support

Transaction enquiry sort by retention

When sorting the transactions, sorting them by trans date then closing the screen and re-opening the screen doesn't retain the sort by and reverts back to trans type sort by instead. To retain the trans type sort by.
Guest over 3 years ago in Transaction Enquiry / Transaction Enquiry 0 Idea Accepted - Gauging Support