Inquiry highlights
How is making inquiries different in MR9 from MR8? If you know MR8, this section highlights the changes in MR9 from MR8 in the Inquiry module.
Much the same, but fine-tuned
MR9’s Inquiry module includes the same functions as the previous version with a few tweaks — such as Payment Inquiry being renamed Receivable Transaction Inquiry to better reflect its use.
- Invoice Inquiry adds more search criteria (Reference No. for Contact and Invoice Type) to make it easier to find relevant invoices.
- Client Activity adds more search criteria, plus the ability to send searched invoices to clients directly from within the function.
- Client Analysis adds more search criteria, plus the ability to view all information in subcategories with a single click.
- Receivable Transaction Inquiry replaces Payment Inquiry, adding more search criteria including Transaction Type, so you can search for specific types of receivables, such as refunds and write-offs, plus unlike in MR8 you can view details of all transactions, not just payments.
- Marketing Inquiry has the same search criteria as MR8 but they are contextual: Depending on the type of entity and inquiry, related search criteria are available.
- Anniversary Inquiry has the same search criteria as MR8, plus you can limit the inquiry results to active clients only.