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Phoenix 9 - 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

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 Fin_btn_bbfcust_v8 Toolbar button to access the Customer Statement View.

Click the Fin_btn_bbfsupp_v8 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.

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