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Phoenix - User Help

Transactions can be entered to Customer or Supplier accounts under the Enter Toolbar button in the same way as transactions are entered against any other account. Customer or Supplier transactions viewed via Enter/Edit Transactions are divided into monthly periods as are all other transactions.

However, transactions for Customer or Supplier accounts are usually entered using the Activity View.

Click the Fin_Cust_Button_v10 Toolbar button to access the Customer Activity View.

Click the Fin_Supp_Button_v10 Toolbar button to access the Supplier Activity View.

The Activity View is provided as a more flexible and convenient way to enter and view the transactions for Customer and Supplier accounts.  Customer and Supplier transactions entered from Enter/Edit Transactions still appear in the Statement View. Transactions entered into the Statement View still appear in Enter/Edit Transactions. The two views are just different ways of looking at the same data.

For more detail see The Activity View Explained and Activity View Print Selection.

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