This section relates to legacy Aged Trading accounts that were used in Version 5 of Phoenix and earlier. See Legacy Aged Trading Accounts |
Transactions can be entered to Customer or Supplier accounts under the Enter Toolbar button (Enter/Edit Transactions) in the same way as transactions are entered against any other account. Customer 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 Statement View.
Click the Toolbar button to access the Customer Statement View.
Click the Toolbar button to access the Supplier Statement View.
The Statement View is provided as a convenient way to enter and view the transactions for customer accounts. For Customer Accounts, the Statement View shows the transactions divided into 7 day, 14 day or 30 day statements, rather than into months. For Supplier Accounts, the Statement View shows the transactions divided into 30 day statements.
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.