TRAVERSE Global v11.1

Interactive Views Overview

Before using the Interactive View functions, set up your customers, codes, and IDs. Cash receipt information is available only if transactions are entered. Invoice information is available only if transactions are posted. Batch change information is available only if you elected to use batch processing in the Business Rules function and change batches in the Change Batches function. Detail and summary history is available only if you have posted transactions using the Post Transactions function.

Use these functions if you need to examine (but not change) the following receivable information:

• Customer Information
• Recurring Entries
• Transactions
• Open Invoices
• Detail History
• Summary History
• Aged Trial Balance
• Transaction History
• Payments

To change interactive view information, use the corresponding Setup and Maintenance or Transactions functions.

See the Interactive View Overview for a basic understanding of interactive views and to view movies outlining the different types of interactive views.