How To Run A Customer Enquiry Report
Trojan Support User
21 steps
3 minutes
Thriveaccounts
1
Navigate to <https://app.thriveaccounts.com/> and open the Sales module.
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Click "Customer Enquiry"
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A customer account is required for running the customer enquiry - select your customer from the list.
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Then click "RUN ENQUIRY"
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This will display the history of all transactions for a customer account.
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The oldest transactions will be at the top,
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with newest transactions at the bottom.
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you can increase the number of records displayed per page using the record per page dropdown, and choosing more records.
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On the left of the enquiry list we have the transaction date, period and transaction type.
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In the middle of the enquiry list we have the sales type, the transaction number and customer reference.
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You can drill into any transaction by clicking the transaction number.
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You can use the breadcrumbs to return to your enquiry - Click "Customer Enquiry " followed by the account code.
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On the right we have the transaction value in home currency and foreign currency, the outstanding amount for the transaction, and a running balance.
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To view the allocations for a transaction, open the overflow menu,
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Then click "ALLOCATIONS"
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This will display all allocations for a transaction. To undo an allocation for one of the transactions, open the overflow menu,
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Then click "UNDO ALLOCATION".
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To return to your enquiry, click the breadcrumb for the enquiry - "Customer Enquiry", followed by the account code.
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We have several more options for filtering. You can filter the transactions to a range of accounting periods,
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Choose whether to include all transactions or outstanding only,
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Or filter to a specific transaction type or sales type.
For any further information on customer enquiry, contact the support team.
