When matching the TB to the aged debtors, there can sometimes be a discrepancy and then you have to try and find this. For example, the discrepancy is £5000 and sometimes, it can be just one figure and you find that the allocation date was incorre...
When contacting the customer they always ask for their PO number which isn't shown on the debtors list - this is a basic requirement of credit control.
Debbie Waring
over 1 year ago
in Aged Debtors
1
Idea Accepted - Gauging Support
Nominal Transaction Screen - Filtered Balance as well as Current Balance
When filtering by Date/Period on the Nominal Transaction Screen, it would be useful to see the total of that period as well as the year to date figure. Sage 50 allowed gave you the option to download to Excel from this screen so you could add them...
Jocelyn Milne
over 2 years ago
in Transaction Analysis
2
Idea Accepted - Gauging Support
Currently there is only 1 transaction analysis code in the nominal transactions, this is too restrictive, customers have multiple dimensions that they need to record
Saeed Malik
over 8 years ago
in Transaction Analysis
0
Idea Accepted - Gauging Support
