Client enquiry

Client enquiry

This is used to look at general information and transactions against a trip.

Click on Accounting | Client Ledger | Client Enquiry.

• Select on how you want to search for the information, by Account code, Surname, Debtor code or Debtor Name.
• If you only want to look at a certain consultant’s bookings then click the down arrow on the Consultant field and select the consultants name from the list.
• The Client trip browse only shows the names of the main passenger or client if you want to see what other passengers were on the trip click on the white box in front of passengers.
• Type in Search For box what you want to search for eg, a trip number, surname etc. and click on Find.
• The trip you were searching for will be highlighted in black.
• To view transactions on that trip click on the drill icon at the top of the window or the Drill Down button on the bottom of the screen.

You are also able to click on the Hammer icon to go into the Client Maintenance screen to make amendments on the selected trip number.

• Click on Close to exit.