This post is part of the Features of CustomerHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
CustomerHQ allows customers and salespeople to see receivables transactions; the salesperson will always see all transactions but the customer will only see invoices, unless the Show Customer Full Transactions checkbox in CustomerHQ Company Setup is marked.
The Transactions page is accessed through the Transactions tile on the home page by clicking the See more button
Date or period filters can be entered at the top of the page and when Filter is clicked the data will be refreshed into the data grid:
The X button in the top right corner of the page allows the list of transactions to be downloaded in an Excel file.
The filters in the column headers can be used to filter the data further by either Document Type Document Number or to only Open Transactions:
Clicking a Document Number will drill in to show the full transaction detail, which for Sales Invoices will include the line level information:
GP Elementz from ISC Software
Features of CustomerHQ from ISC Software
What should we write about next?
If there is a topic which fits the typical ones of this site, which you would like to see me write about, please use the form, below, to submit your idea.
1 thought on “Features of CustomerHQ from ISC Software: View transactions”