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: Navigating and Understanding the Account Details Screen
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 Query from Diary screen