Account History (group)
How to get here
With a dentist on the main form, from the Account menu, choose History (F11), or click the Account History Tool bar icon
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Quick Reference
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Search (selector) |
Choose a search method |
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Search Button |
Invoke search for given criteria |
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Preferences for this window |
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Help |
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Results list window |
Lists results for the current Search. Right click for Options |
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Options |
Options menu |
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Select |
Select current selected job onto Main Form |
Search (selector)
Search Method. Only applicable search methods are shown here.
From any view you can select a row, then click the Options button for actions that can be performed on this item.
You can double click on a job to bring that job onto the Main Form.
Additionally you can select any job and press the space bar on your keyboard to see a quick-view of that job, without bringing it onto the Main Form.
You can send the complete list to the Preview Window, and print from there, by right clicking any item and choosing "Send to preview window" from the menu.
You can save the list to CSV file by right clicking and choosing the Export to CSV file option.
Account History
This view lists all the jobs, invoices, credit notes, credits and debits that have been entered into the dentist account since the account was created.
Items, by default, are listed in date order with the oldest at the top of the list. Jobs that are booked in or on hold are shown at the very bottom of the list.
The Description indicates the type of transaction on that row... eg. INV invoice, CRD credit note, SR sales receipt, JD journal debit.
Credit transactions, other than credit notes, will have a currency symbol displayed to their right to make them easily visible.
The Amount column can include a coloured bubble to indicate if that row's credit has either been allocated (for credit notes, payments etc.) or has been "paid" (for invoices, debits etc.)
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When on a credit row |
When on a debit row |
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No symbol |
The credit hasn't been allocated against anything. This will show as an unallocated credit on the Aged Debtors report, or dentist Aged statement. |
No credit has been applied to this debit yet. ie. For an invoice, this invoice has yet to be paid |
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The credit has been partially allocated against some debits. However, this is still a portion of the credit that remains unallocated and this will show on the Aged Debtors and dentist Aged statements as unallocated credit. eg. With a £100 credit, £60 could have been allocated to an invoice, but £40 is still left unallocated. |
Some credit has been applied to this debit. ie. For an invoice, this invoice has been partially paid. |
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This credit has been fully allocated. |
The debit has been fully paid off. |
The Balance column shows the running balance on the account.
The Note column shows any notes associated with the transaction.