Account Enquiry

The Account Enquiry window can be used to view transactions held against a company, create a company statement and Allocate & Deallocate transactions.

To view a sales account enquiry for a selected company.

 

  • Go to Accounts > Sales Ledger > Sales Account Enquiry in the main menu bar.
  • Enter or Search for the company code.
  • Hit return to enter the company record

  • There is a Secondary Currency button to switch between displaying any values in the secondary currency or the home currency. The exchange rate used is the one entered at the time the transaction was entered.

    There are five tabbed pages, click on the links below to view more information on these pages

    1. Main tab
    2. Company Summary
    3. Communications
    4. Stock Summary
    5. Details