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Add parameter to exclude centralised work id when looking through all accounts receivable transactions

This feature would be helpful as sometimes its easier to work through multiple entities transactions in the centralised work id, however i would only want to see specific work ids on their own. Currently, even if you select from and to with the same work id, the centralised transactions are also included which makes it time consuming to seperate all transactions

  • Jesika Guy
  • Jul 28 2022
Finance
Company Blackwatch Projects Pty Ltd
Job Title / Role General Manager of Finance
I need it... 3 months
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  • Jesika Guy commented
    July 28, 2022 23:47

    Hey Andrew, AR Enquiry. When I select "actions-all transactions" and use the available search and sort filters, I am unable to only see one selected entity as the centralised work id's transactions also appear. Even if i select the same entity for the from and to. Please see attached screen shot. You will see i wanted to only see work id 3 but 10 (centralised) is showing also.

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  • Admin
    Andrew Tucker commented
    July 28, 2022 23:38

    thanks Jesika,
    Do you mean in the Debtors Enquiry screens or in AR Transaction Maintenance?
    Andrew

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