Purpose
You can see all activities, documents and tasks that are assigned to a customer or vendor via the transaction data.
This allows you to fully track processes.
Overview of the transaction data
Category | Category Description |
Documents | Linked incoming or outgoing invoices, contracts, correspondence |
Comments | Internal notes or comments on processes |
Tasks | To-dos and responsibilities in connection with the contact |
SEPA mandates | Overview and management of direct debit mandates (debtors only) |
Billing documents | Only visible for debtors - shows invoices and credit notes |
Incoming invoices | Only for creditors - shows the invoices and credit notes received |
Recommendations for use
Check the transaction data regularly to ensure complete histories.
Link new documents directly to the contact to avoid manual rework.
Use comments or general information to document internal agreements in a traceable manner.
Result
All important information can be viewed centrally.
Collaboration between accounting, purchasing and sales becomes more transparent.
Transaction data facilitates auditing and traceability.
Tags:
#tasks #comments #SEPA mandate #transaction data