How do i view supplier credits? Without having to apply it to a bill.

ChenealeCheneale Member Posts: 1
edited February 2019 in Accounts Business Range
How do i view credits we have entered from suppliers? I want to view the amount in list form or something along those lines without having to apply it to a bill to find out the amount. Thanks in advance

Comments

  • IftiIfti Reckon Staff Posts: 457 ✭✭
    edited February 2019
    Hi Cheneale,

    Thank you for your post.

    To view that, do the below:
    1. Go to Reports> Suppliers and Payables > Transaction List by Supplier
    2. Modify Report > Filter > Transaction type > from middle, choose Bill Credit >OK
    You might want to save it as a Memorised Report for future reference.

    Thanks

    Ifti
  • ARC BookKeepingARC BookKeeping Member Posts: 277
    edited August 2014
    Ifti...
    could this filter be added to the supplier centre? where we have the option to show All transactions/Purchase orders/bills/bill payments/cheques etc?????

    Cheers
    Angie Carlyle
  • IftiIfti Reckon Staff Posts: 457 ✭✭
    edited December 2016
    Hi Angie,

    I thought it's there until I tested based on the query from the first post. I will pass it to the developers to review for future releases.

    That'd be a great feature to have. I will suggest to have it as a separate type under Transaction tab (just like Bills, PO etc.)

    image.

    Thanks.

    Ifti
  • ARC BookKeepingARC BookKeeping Member Posts: 277
    edited August 2014
    funny, I thought it was there too...lol... looked and opps, nope not there....
Sign In or Register to comment.