DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Show Bank or Cash Account after Clicking View


#1

In Receipts & Payments, I see the View buttons. I click View for any of the transactions. In View, I see the income, expense, or other such account. But I do not see the Bank or Cash account. Here is an example:

I should see PayPal somewhere because PayPal is the Bank account from which payment was made.

There is an easy workaround. Click Back to go back to the Receipts and Payments to see which Bank or Cash account. The disadvantage is looking through a long list of transactions to re-find the transaction you were viewing.

There is a better workaround. Click on Edit and you see all the details of the transaction. The disadvantage is that you lose the safety of View. I think View is a safe, read-only way to inspect a transaction. I can view without fear I will inadvertently change the transaction.

I don’t know where on the page the Bank or Cash account should be. But I think Manager staff can design the where and how of it much better than I could. Just that the Bank or Cash account showing would be very helpful, especially when I get interrupted in the middle which happens quite frequently.


#2

The completed receipt or payment form, which is what you see when clicking View, is meant to be suitable for giving to a customer as a receipt for a cash sale or to a supplier as payment advice. In neither case would the recipient have any need to know which account you used for the transaction. And in many cases, you would not want them to know. Thus, the cash or bank account used, along with posting accounts and other information not suitable for sharing, are shown on the edit screen, the Receipts & Payments tab listing, drill-down reports in the Cash Accounts and Bank Accounts tabs, etc.


#3

Thank you for explaining to me. The View is indeed excellent for a receipt.

The more I learn, the more efficient I get in using Manager Accounting. Now that I understand, I see that I have all the Read Only I need from the Receipts & Payments page.