RECEIVABLE VIEW AND MODIFY

The Receivable View and Modify screen allows users to view, verify, and edit previously recorded customer payment entries. It provides a quick snapshot of all received payments and their details, such as payment mode, reference number, SO totals, and allocation status.

  1. Click on Finance.
  2. Under Receivables, select Modify/View.
    STEPS TO View/Modify

A page will open where users can see the list of created receivables.
View/Modify Page

Action

View/Modify Page

  • Edit icon Click on the Pencil Icon to make corrections or updates to the record.

  • View: Click on the Eye Icon to view all transaction details.

Icons

ICONS

  • Plus Icon: Click on the Plus icon to add a New record.
  • Refresh: Reloads the current view or resets the list to the latest data.
  • Home: Navigates back to the main dashboard.
  • Back Arrow: Returns to the previous screen or menu.
  • Download File: Exports the data in formats such as Excel or PDF for offline records or reporting.
  • Search Bar: Allows users to search by customer name, payment ref no., or other keywords quickly.