Changes have been made to the Open Items tab of the Global Customer Enquiry to provide better visibility of transactions that have been processed for a customer but have not yet been updated or finalised.

 

Unupdated invoices now show in red in the Open Items tab of Global Customer Enquiry. If the invoice has associated payments (eg POS sales with payments), they will be deducted from the balance of the invoice and displayed with the notation 'Unupdated Invoice with payment(s)'

 

Unreconciled POS Payments, Unupdated bank deposit batches, and unposted receipts (ie when the bank deposit batch has been updated but the payment has not been applied yet) now also display in red on the Open Items tab.

 

 

Double clicking on all items, except for an unupdated bank deposit batch, will bring up the associated enquiry (eg POS Transaction Enquiry, Bank Deposit Enquiry, etc)

 

The balance due on all items in RED will equal the Future figure at the top of the screen.