Account enquiry: Account query / Query: Account

Each debtor has an account with all the transactions that have been done on the debtor's account. The account enquiry is a quick access to the debtors account with all the transactions. This will assist in answering question from the debtor on their account. For example all the outstanding invoices or when last did they make a payment.

Web App:

Shortcut default: N/A

Roadmap 1: T Diary > Booking made > B Account details - S Account details

Roadmap 2: T Debtors > Debtor > SB > B Account details - S Account details

User manual link: Account Details

Desktop App:

Shortcut: F10 ( F10 button on the keyboard ) to be directed to Account query in the diary

Roadmap 1: Mod Diary > B Acc Enq (F10) > DD Account Enquiry > Choose Debtor - Account query

Roadmap 2: Mod Diary > RC Appointment options > Account enquiry (F10) > Notebook - Account query

Roadmap 3: Mod Med debs > M Queries > SM Account > S Choose Debtor - S Account query

User manual link: Account Enquiries

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