Hide Zero Account / Exclude Documents with Zero balance will hide all transactions and invoices that are fully paid up.
The Hide Zero Account function will assist in only seeing the outstanding amounts on the Debtor file and concentrate on collecting the outstanding amounts.
This will also shorten the information on the Account Details / Account Query screen. The Hide Zero Account / Exclude Documents with Zero balance can always be unticked and all the transactions and invoices will display again.
The Hide Zero Account function (Web App ONLY) will serve as an Archiving mechanism to hide all transactions that are paid in full. The Archive function is still in development for the Web App.
Web App:
Shortcut default: N/A
Roadmap 1: S Diary > select the correct Booking > SB > B Account Details > S Account Deatils > ST Invoices > CB Hide Zero Account.
Roadmap 2: S Diary > T Debtors > search and select the correct Debtor > SB > B Account details > S Account Details > ST Invoices > CB Hide Zero Account.
Shortcut: The shortcut F6 (F6 button on the keyboard) can be used when in the receipt allocation screen to hide the invoices or line items that are fully paid up.
Roadmap 1: Mod Med Debs > B Admittance > S Main Member Input > choose correct Debtor > B Account (F6) > S Account Query > CB Exclude Documents with Zero balance.
Roadmap 2: Mod Diary > MB Debtors > DM Admittance > S Main Member Input > choose correct Debtor > B Account (F6) > S Account Query > CB Exclude Documents with Zero balance.