Account enquiry (supplier)
The account enquiry provides overall status for the account and is viewed with the supplier contact details and terms of business. It displays the account status in terms of account balance, aged debt of the balance, and trading figures for the current month, current year and last year. You can view the supplier's website or send an email to the supplier from the account. You can add, amend or delete files which are attached to the account, and add and view text memos for the account.
To use the account enquiry
Open: Purchase Ledger > Purchase Enquiries > Account Enquiry.
- Select the account you want to view.
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Choose the information that you want to view by selecting the appropriate tab: Company, Contacts, General, Terms, Credit, Analysis Codes, Aged Balances, Turnover, Turnover by Year, Attachments, Memo, Alerts.
- The Turnover tab displays the Invoices, Credit Notes, and Receipts/Payments amounts for a given period. The Invoice and Credit Note figures do not include the VAT amounts on the transactions. The figures displayed in the Receipts/Payments column do not include the discount amounts due on any associated transactions.
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An * (asterisk) is displayed on the Memo tab if there are active memos.
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To add memos, select the Memo tab and click Add.
Enter the memo text and click OK.
The memo details are added, along with the date and time that it was added as well as the user who created the memo.
- To amend the memo information, click Edit.
- To remove the memo, click Delete.
- By default, memos that you add will be marked as Active. This can be changed by selecting the active memo and clicking Set as Inactive.
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Select Show memo text to view the full text of the memo.
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You can set up alerts on a supplier account, to show messages whenever you deal with that supplier. For example, if a supplier has specific requirements, you can set up a reminder message that will be displayed whenever you enter an order for that supplier.
An * (asterisk) is displayed on the Alerts tab if there are active alerts.