Review the Financial Customer Cheque Inquiry
How to Review the Financial Customer Cheque Inquiry in Muhasib ERP
Overview
This guide will help you review customer cheque status from the Financials workspace and compare and confirm it to customer and payment-account balances.
You get a reconciled cheque position without double-counting two navigation paths.
Who can do this
You need access to Customer Cheque Inquiry and authorized customer/bank-account scope.
Before you start
Have cheque number, bank, customer, amount, dates, status, and expected ledger position.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Muhasib Financials → Customer Cheque Inquiry.
Review the Financial Customer Cheque Inquiry
Step 1: Set company/date/status filters
Step 2: Search by cheque/customer/bank
Step 3: Open the cheque detail
Step 4: Review receipt, deposit, clearance/return, allocation, and account
Step 5: Compare customer and payment-account ledgers
Step 6: Compare the Sales workspace launch path
Check your work
Both inquiry paths, if shared, show the same record and compare and confirm to physical/bank evidence.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Do not count the same cheque twice because it appears in two modules.
- Confirm bank plus cheque number identity.