Elimination Tab Use the procedures in this section to match unapplied client receipts to sales invoices. Related Topics:Clear Pending Eliminations Clear pending eliminations to remove a transaction's pending eliminations instead of finalizing or settling it. You can clear pending eliminations in the Journals, Debtors, or Creditors module. Auto-Suggest Debtor Eliminations WorkBook can suggest and match eliminations based on the debtor invoices to avoid a mismatch in settling payments and invoices. Note that you can only pay based on the information that you have and that WorkBook does not match random payments and invoices to settle balances. Auto-Match Debtor Eliminations WorkBook enables you to auto-match eliminations to clear pending (non-finalized) eliminations. Finalize Pending Eliminations WorkBook enables you to settle transactions by matching invoices and payments on the Elimination tab. You can perform this procedure in the Journals, Debtors, or Creditors module. Remove Pending Eliminations for Other Users You can remove pending debtor eliminations for other users in the Journals, Debtors, or Creditors module. Search Journals, Debtors, or Creditors for Transactions That Are Ready for Elimination You can search journals, debtors, or creditors for transactions that are ready for elimination using keywords. Search Journals, Debtors, or Creditors for Transactions That Are Ready for Elimination Using Due Date You can search journals, debtors, or creditors for transactions that are ready for elimination using a due date. Parent Topic: Procedures HomeWorkBook Online HelpFinance & AdministrationDebtorsDebtor ListProceduresElimination Tab
Elimination Tab Use the procedures in this section to match unapplied client receipts to sales invoices. Related Topics:Clear Pending Eliminations Clear pending eliminations to remove a transaction's pending eliminations instead of finalizing or settling it. You can clear pending eliminations in the Journals, Debtors, or Creditors module. Auto-Suggest Debtor Eliminations WorkBook can suggest and match eliminations based on the debtor invoices to avoid a mismatch in settling payments and invoices. Note that you can only pay based on the information that you have and that WorkBook does not match random payments and invoices to settle balances. Auto-Match Debtor Eliminations WorkBook enables you to auto-match eliminations to clear pending (non-finalized) eliminations. Finalize Pending Eliminations WorkBook enables you to settle transactions by matching invoices and payments on the Elimination tab. You can perform this procedure in the Journals, Debtors, or Creditors module. Remove Pending Eliminations for Other Users You can remove pending debtor eliminations for other users in the Journals, Debtors, or Creditors module. Search Journals, Debtors, or Creditors for Transactions That Are Ready for Elimination You can search journals, debtors, or creditors for transactions that are ready for elimination using keywords. Search Journals, Debtors, or Creditors for Transactions That Are Ready for Elimination Using Due Date You can search journals, debtors, or creditors for transactions that are ready for elimination using a due date. Parent Topic: Procedures HomeWorkBook Online HelpFinance & AdministrationDebtorsDebtor ListProceduresElimination Tab