Viewing a list of all transactions per customer

With the Account Enquiry function you are able to view a list of all transactions, within specific periods and within a specific financial year for a specific customer.

Watch this video to see how to view a list of all transactions per customer or follow the steps below it.

Navigate to the correct window

1. Navigate to Debtors / Account Enquiry.

Set the report parameters

1. Select the appropriate financial year from the Year dropdown list.
2. Enter (or select) the appropriate account in the Account text box.
3. Select the appropriate period range from the From Period and To Period dropdown lists.
4. Select what to include in the report in the relevant check boxes.

Generate the report

1. Click the Accept button.

Print the report

1. Click the Print button.
2. Specify the print options.
3. Click the OK button.