Customers / Sales receipts

Money received to review

Check sales receipts from source records, resolve open work, and record your approval intent. Nothing on this page puts money in the books.

Review workspace

Company setup details

Accounting capability readiness and book-creation boundary for this entity.

Open to view
Open this section to load company setup details.
Start with drafts and items needing review

These are unresolved source records; approval records intent only and does not put anything in the books.

Awaiting review

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Money received

Sales records · proposals awaiting review
DateCustomerSourceType TotalTaxPaymentStatus
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