On Tue, Nov 13, 2012 at 3:28 AM, Kevin Bailey
<kbai...@freewayprojects.com>wrote:
> Hi,
>
> We've still got this issue.
>
> When I pull up a transaction list for a customer a credit note is not
> showing.
>
It is hard to know what you mean at this point.
>
> Is this an error, am I missing something, or is this by design.
Obviously we should rule out the second and third before concluding the
first.
>
> Bit of a pain as when you want to look through all transactions for a
> customer you ideally want to see all of them.
>
By default, transactions only shows open/unpaid transactions, i.e.
transactions which still have outstanding balances. The two common causes
for this are:
1) The transaction was saved but not posted. You can see this by going to
Transaction Approval/Drafts, and searching under AR there.
2) The transaction did not have an outstanding balance, and you did not
select "closed" on the report criteria.
Check these two first and then check back.
Best Wishes,
Chris Travers
>
> Cheers,
>
> Kevin Bailey
>
>
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