Jiwa Debtors – Debtor Transaction History

In this article we look at two (2) different ways in which customer transaction history can be viewed.

  • Debtor Transactions Tab
  • Debtors Transactions Report

 

Debtor Transactions Tab

A quick and easy way to view customer transaction history is from the Transactions tab on the Debtor Maintenance form.

The advantage in using the Transactions tab is that you can;

  • Sort transactions in the grid,
  • Drill down into the actual transaction,
  • Search for transactions using the search grid option, and
  • Copy and paste the grid content to Excel

From the menu select Debtors | Maintenance