Customer Explorer Customer Tree Options & Activities Journal Summary
Customer Tree Options & Activities
The Journal Summary tree option will display a summarized list of all transactions posted to the general ledger which are linked to the Customer in the Active Pane. Each line displayed in the Active Pane lists all debits and credits made to one G/L account number. Lines displayed with a blue font are Income accounts. Lines displayed with a red font are Cost of Goods Sold type or Expense type accounts. Items displayed in black are Balance Sheet type accounts. There are no right-click options available for the tree option.
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