Make the following menu selections to display this tab:
eFinancials—Setup—AR Setup—Customers—(select a customer)—History Tab
Use this tab to view Customer history for Billings, Receipts, balances, most recent transactions, and year-to-date as well as month-to-date amounts.
Note that this tab does not show when adding a Customer. The History tab only shows after you add (and also save) a Customer, and then select the new Customer from the grid. History information is pulled from Billings and Receipts.
Sections
Current
This section shows:
Open Billings
Current Balance
Most Recent Transactions
Most recent transactions are as shown, with fields updating as activity is posted for the Customer.
This section shows:
Last Billing Amount
Last Billing ID
Last Billing Date
Last Receipt Amount
Last Reference/Receipt
Last Receipt Date
Last Activity Date
YTD and MTD Amounts
The Year To Date and Month To Date amounts are based on the login date.
For Year To Date and Month To Date, this section shows:
YTD Billed Amount
YTD Received Amount
YTD Interest Amount
YTD Discount Given
YTD Unapplied Cash
MTD Billed Amount
MTD Received Amount
See Also
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