Set a Transaction's Status
A fundamental part of Credit Control is the need to flag certain transactions as being, for example, 'Under Query' or 'In litigation'.
In Credit Control, Clients can be categorised by Credit Status, and individual transactions sub-categorised according to a Credit Control 'Transaction Status'.
For details of Status configuration, see the Setup topic Statuses.
To set a transaction Status:
- Expand the relevant transaction row in the Client List, Clients with Outstanding Fees grid.
- In the Outstanding Fees sub-grid, on the appropriate row, left-click within the Trans. Status (Transaction Status) column to activate a drop-down list control.
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Select the appropriate Credit Control Status from the drop-down list.
In the Clients with Outstanding Fees grid, the value in the Under Query column is updated automatically.
To see which Clients have the largest number of Under Query items, left-click the Under Query column header to sort the Client List according to those values.