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Phoenix - User Help

This section relates to legacy Aged Trading accounts that were used in Version 5 of Phoenix and earlier. See Legacy Aged Trading Accounts

Use the Customer (or Supplier) button to view the customer (or supplier) accounts and sub-accounts.

The sub-accounts are always listed in alphabetical order, with their account numbers shown to the right of each sub-account name. You can search for a name or for an account number by just typing characters from the name or number you want. In the example, typing “sim” has found “Simpson’s Farm Supplies”. Had we known their account number, we could have just as easily searched for “13” instead to find “00013”. The search characters you type appear in the Search area at the top of the list. Press the F3 key to search further down the list, if the first match found is not the one you want. Use the backspace key to remove search characters.

 

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