Tuesday 16 November 2010

Contact activity statements now live

If you view a contact and click the link "view account activity" you can see a statement of all activity for that contact. This includes: purchases, sales, money sent, money received.

A balance of zero indicates no money is owed in either direction at the date selected.

Negative amounts show that your company owes funds to the contact and visa versa.

Eventually these 'statements of account' could be emailed to your clients / suppliers.

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