From the course: MYOB AccountRight Essential Training
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Reviewing customer payments - AccountRight Tutorial
From the course: MYOB AccountRight Essential Training
Reviewing customer payments
In this video, we will look at the two methods that can be used to review customer payments, the Transaction Journal Listing and Sales Register. The Transaction Journal keeps a record of all transactions that could be used to check whether the transaction has been paid or not. In the following example, Carol can't remember if Harris Lawyers paid $550. To find out, let's look at the receipts in the Receipt Transaction Journal. Ensure that your date range is set from the 1st of January to the 31st of January. We can roll down the list and see that we have got Harris Lawyers who paid $550 on the 21st of January. You can drill down to look at the information in more detail by clicking. Cancel back and Close back to the main Command Center. The other method is to go to the Sales Register. We can see all the customers but let's use this Search By box to change, by clicking onto this and choosing Harris Lawyers. At the moment, all the sales are shown from the 1st of January to the 31st of…
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