Customers Transaction Activity

CustomersÆ Transaction Activity

Every transaction that you make with your customer is recorded on the Sage Line 50 audit trail. These transactions stay on the audit trail until they are cleared from the system. The activity window lists those transactions that are still active in the audit trail. Transactions will only be removed from the audit trail if they are fully paid, reconciled for VAT and reconciled with your bank.

Use the Activity option to view the transactions you have made with each customer. You can see invoices, credit notes, receipts, payments on account and even discounts you have given. In addition, the Activity window also shows a customerÆs balance, turnover and monies received.

Each transaction is listed one line at a time and shows the transaction type, date, reference, description, amount and other details. Each line of the Activity list represents a single invoice, credit note, payment on account or receipt. Each line is in turn made up of one or more individual items. To see these items, double-click on the transaction required. If any of the transactions items have been part-paid then double-click on these again to show these payment details.

You can restrict the transactions displayed by specifying an audit trail number range (transaction range), a specific transaction type or a date range. If you define a date range, you will get a brought forward balance on your report if you have transactions that are dated before the start of your date range.

Choose the Tidy List button to clear all sub-items from view.