Customer workspaces and enquiries

Open: Sales Ledger > Sales Enquiries > Accounts.

Use this to see details of your customer accounts such as address and contact details, aged balances and so on.

• Highlight a customer account and see the contacts, defaults, details, terms, aged balances, analysis codes, turnover, terms, attachments and memos.

• Open a related workspace with the content already filtered. For example, if you want to view the transactions for a specific account, select the account (using the check box) and choose Actions > Customer Current Transaction Enquiry. The Customer Current Transaction Enquiry workspace opens with the list of transactions filtered for the selected account.

  Note: This option is not available if you have more than one row selected.

• Add a memo to an account. Select the account (using the check box) and choose Actions > Add Memo.
• Desktop only - Complete related tasks from the list of Actions, such as amending an account, or entering an invoice or sales orders for a selected account.
• Sort and filter the list of accounts. Use the filter options to see information such as customer accounts by analysis code, or by credit limit, or all accounts on hold.
• Search for a specific account. For example, use the toolbar filter to find an account by name or reference.
• Print a list of the accounts that you are interested in.
• Export the list of accounts that you are interested in to an Excel spreadsheet.
• Run related reports.

Open: Sales Ledger > Sales Enquiries > Current Transactions .

Use this to see a detailed breakdown of each current transaction held on your customer accounts. You can use this to establish whether a transaction has been fully paid, part paid or remains outstanding.

You can:

• Highlight a transaction and see the transaction details, allocation details, associated bank transactions, associated sales orders and returns, and view nominal, tax and project details.

• Open a related workspace with the content already filtered. For example, if you want to view the account for a specific transaction, select the transaction (using the check box) and choose Actions > Customer Account Enquiry. The Customer Account Enquiry workspace opens with the list of accounts filtered for the selected transaction.

  Note: This option is not available if you have more than one item selected.

• View and add a query flag to a transaction.

  You can assign or remove a query flag on a transaction. Placing a query prevents further actions on a transaction until you remove the query. This is different from applying an On Hold flag to the whole account.

  To add a query flag, select the transaction and choose Actions > Query Code.

  Note: Sage 200 automatically assigns the following query flags: W for bad debt write off and F for finance charges. Other than these letters you can apply any letter to the transaction that is meaningful to you.

• Add a memo to a transaction. Select the transaction (using the check box) and choose Actions > Add Memo.

• Desktop only - Complete related tasks from the list of Actions, such as amend an allocation or reprint an invoice.
• Sort and filter the list of transactions. Use the filter options to see information such as outstanding transactions, transactions by due date, for a specific customer, by the number of days overdue, or by status.
• Search for a specific transaction. For example, use the toolbar filter to find a transaction by reference, date, or value.
• Print the details of transactions you are interested in.
• Export the details of transactions you are interested in to an Excel spreadsheet.
• Run related reports.

Open: Sales Ledger > Sales Enquiries > Credit Control .

Use this to view and make enquiries about customers with outstanding debts. Only those customers with overdue balances are displayed.

You can:

• Highlight a customer and see all outstanding transactions for that customer and all the details of the customer account, such as credit and contact details.
• Select an overdue transaction for the selected customer and see all the details of that transaction, such as associated nominal transactions, allocation history, project analysis, or memos.
• Sort and filter the list of customers. Use the filter options to see information such as a list of customers with certain payment terms, or a list of customers with an overdue balance above a certain value.
• Sort and filter the list of transactions for a selected customer. Use the filter options to see information such as a list of transactions by due date, or above a certain value, or by transaction type.
• Desktop only - Complete related tasks from the list of Actions, such as enter an receipt from a customer, or amend account details.
• Search for a specific account. For example, use the toolbar filter to find an account by name or reference.

• Print the details of supplier accounts or transactions that you are interested in.

• Export the details of the supplier accounts or transactions that you are interested in to an Excel spreadsheet.
• Run related reports.

Open: Sales Ledger > Sales Enquiries > Archived Transactions .

Use this to see a detailed breakdown of each archived transaction held on your customer accounts.

On Premise deployments only -Transactions are archived when you run the Period End Routines > Account Maintenance option, using the options selected on the Sales Ledger Settings | Customer Defaults tab.

Transactions are archived when you run the Period End Routines > Account Maintenance option, using the options selected on the Sales Ledger Settings | Customer Defaults tab.

You can:

• Highlight a transaction and see the transaction details, associated bank transactions, and view nominal, tax and project details.

• Open a related workspace with the content already filtered. For example, if you want to view the account for a specific transaction, select the transaction (using the check box) and choose Actions > Customer Account Enquiry. The Customer Account Enquiry workspace opens with the list of accounts filtered for the selected transaction.

  Note: This option is not available if you have more than one item selected.

• Sort and filter the list of transactions. Use the filter options to see information such as transactions for a specific customer, or by transaction type.
• Search for a specific transaction. For example, use the toolbar filter to find a transaction by reference, date or value.
• Print the details of transactions you are interested in.
• Export the details of transactions you are interested in to an Excel spreadsheet.
• Run related reports.

Open: Workspaces drop-down list.

• Select Sales Ledger > Customer List.

Use to see a list of all your customers.

You can:

• Open a related workspace with the content already filtered. For example, if you want to view the transactions for a specific account, select the account (using the check box) and choose Actions > Customer Current Transaction Enquiry. The Customer Current Transaction Enquiry workspace opens with the list of transactions filtered for the selected account.

  Note: This option is not available if you have more than one row selected.

• Add a memo to an account. Select the account (using the check box) and choose Actions > Add Memo.
• Desktop only - Complete related tasks from the list of Actions, such as amending an account, or entering an invoice or sales orders for a selected account.
• Sort and filter the list of accounts. Use the filter options to see information such as customer accounts by analysis code, or by credit limit, or all accounts on hold.
• Search for a specific account. For example, use the toolbar filter to find an account by name or reference.
• Print a list of the accounts that you are interested in.
• Export the list of accounts that you are interested in to an Excel spreadsheet.

Use this to ensure your financial statements are correct. You can use the Debtors Reconciliation Enquiry to help you do this. Before you can run this enquiry you must have set up the default nominal account for the enquiry in the Nominal Ledger.

For more information, see Debtors reconciliation enquiry