Use the customer workspaces to investigate and find information about your customer accounts and transactions. You can find the amounts your customers owe you and when they last made a payment to you. This helps you to determine the status of individual accounts.
The workspaces differ from the enquiries in that you can:
- See information for more than one customer at a time.
- Select an customer or transactions and detailed information about it is shown on linked panels.
- Hide and display columns as required.
- Filter the lists to only see the items you're interested in.
- Print and export the lists to an Excel spreadsheet.
- Run related reports.
Customer Account Enquiry
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 contact details, financial information, general information, settings and defaults and stationery associated with the customer account.
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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 > Workspaces > Customer Current Transaction Enquiry. The Customer Current Transaction Enquiry workspace opens with the list of transactions filtered for the selected account.
- Add a memo to an account. Select the account (using the check box) and choose Actions > Sales Accounts > 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.
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Run related reports.
Customer Transaction Enquiry
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.
- Highlight a transaction and see the transaction details, allocation details, associated bank postings, VAT and nominal analysis.
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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 > Workspaces > 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.
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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 > Adjust Transactions > 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.
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Add a memo to a transaction. Select the transaction (using the check box) and choose Actions > Adjust Transactions > 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 code, 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.
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Run related reports.