This post is part of the Features of CustomerHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Earlier today I published a view statements post, but I am experimenting with making video alternatives to the standard blog posts.
You can watch the GP Elementz – CustomerHQ – View Statements video:
This post is part of the Features of CustomerHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
CustomerHQ allows customers and salespeople to view statements generated in Microsoft Dynamics GP within the last two years. When users log into CustomerHQ, the statements are access by clicking the See More button on the Statements tile:
Continue reading “Features of CustomerHQ from ISC Software: View Statements”
This post is part of the Features of CustomerHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Earlier today I published a view transactions post, but I am experimenting with making video alternatives to the standard blog posts.
You can watch the GP Elementz – CustomerHQ – View Transactions video:
This post is part of the Features of CustomerHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
CustomerHQ allows customers and salespeople to see receivables transactions; the salesperson will always see all transactions but the customer will only see invoices, unless the Show Customer Full Transactions checkbox in CustomerHQ Company Setup is marked.
The Transactions page is accessed through the Transactions tile on the home page by clicking the See more button
Continue reading “Features of CustomerHQ from ISC Software: View transactions”