Transactions Tab Use the procedures in this section to view the statuses of debtor vouchers, outstanding incoming payments, and the breakdown of the total amount that you selected in the List tab. Related Topics:Filter Debtor Transactions Filter the transaction items you want to display by selecting a transaction status in the grid toolbar of the Transactions tab. Search Debtors for Specific Transactions Search for a specific transaction using keywords to limit the items displayed on the Transactions tab. Show Debtor Transaction Sub-invoices Sub-invoices are created when you approve an invoice from consolidated invoices. Use the Transactions tab to view debtor transaction sub-invoices. Open Journal Cards from the Transactions Tab You can view the Journal card for a transaction in the Transactions tab for reference. Update Debtor Payment Information Update the payment information in the Transactions tab subgrid to provide the complete details about a specific debtor transaction. Modify Voucher Types of Debtor Transactions Use the Transactions tab under the Debtor list submodule to modify the voucher type of debtor transactions. Update Debtor Transaction Due Dates Update the due date in the Transactions tab grid if there is a change in the transaction's terms of payment. For instance, the debtor has paid earlier than the due date or if a debtor needs an extension date for the due transaction. Revert Debtor Settlements WorkBook allows you to revert a settlement in the Eliminations subgrid when necessary. For example, you can revert the settlement if the invoice and the payment that you just settled do not match. Parent Topic: Procedures HomeWorkBook Online HelpFinance & AdministrationDebtorsDebtor ListProceduresTransactions Tab
Transactions Tab Use the procedures in this section to view the statuses of debtor vouchers, outstanding incoming payments, and the breakdown of the total amount that you selected in the List tab. Related Topics:Filter Debtor Transactions Filter the transaction items you want to display by selecting a transaction status in the grid toolbar of the Transactions tab. Search Debtors for Specific Transactions Search for a specific transaction using keywords to limit the items displayed on the Transactions tab. Show Debtor Transaction Sub-invoices Sub-invoices are created when you approve an invoice from consolidated invoices. Use the Transactions tab to view debtor transaction sub-invoices. Open Journal Cards from the Transactions Tab You can view the Journal card for a transaction in the Transactions tab for reference. Update Debtor Payment Information Update the payment information in the Transactions tab subgrid to provide the complete details about a specific debtor transaction. Modify Voucher Types of Debtor Transactions Use the Transactions tab under the Debtor list submodule to modify the voucher type of debtor transactions. Update Debtor Transaction Due Dates Update the due date in the Transactions tab grid if there is a change in the transaction's terms of payment. For instance, the debtor has paid earlier than the due date or if a debtor needs an extension date for the due transaction. Revert Debtor Settlements WorkBook allows you to revert a settlement in the Eliminations subgrid when necessary. For example, you can revert the settlement if the invoice and the payment that you just settled do not match. Parent Topic: Procedures HomeWorkBook Online HelpFinance & AdministrationDebtorsDebtor ListProceduresTransactions Tab