How to Track Customer Accounts
Reliable account tracking keeps transactions and payments consistent under one account. The balance alone does not explain every detail; review the movements that produced it and the selected date range together. A regular review also makes missing entries easier to identify.
Open the customer or supplier, select the movement date and type, and add a document or job reference in the description. After recording a collection, check the movement list and report preview. Use the underlying documents to resolve differences.
Homeros Bilişim reviews open amounts weekly and compares its own records with bank documents. Missing collections are recorded from evidence. Duppo does not claim to import or reconcile bank transactions automatically.
This guide explains everyday record keeping. Before sharing or correcting data, check the selected business, date range and supporting documents. Plan access and available screen actions depend on your account permissions.
Start for freeTry it in the application
Start with a short period that you can check against documents.
Review point
Verify both the amount and the account assigned to each collection.
Example from the application
