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- There are two options to generate the report for AR Transaction:
i) using the PKID number OR
ii) using the Code Range from and to - Click on Select Customer after inserting the PKID number
- Choose respective Company, Branch and Date
- There is an additional option field to filter the result of the Report
- Click on Generate Report Now to display the report output
The new enhancement :
- To finalized account for audit purpose and to allow submission of the soft copy of AR Transaction by export Excel file. These two links below The following two export feature have been added on at the AR Transaction Report:.
i) Export Excel .xls File
ii) Export CSV - This is to finalize the account for audit purpose and to allow submission of the soft copy of AR Transaction by export Excel file.
Tips
- Click 'Settle' to Settle Outstanding Payment /Document / Deposit.
- Click Invoice number on the left side to view the invoice.
- Also, click 'Create Credit Memo' to advance to Credit Memo.
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