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Pro feature · Xero + QuickBooks

Review the transaction before it is committed.

RachelsTools brings important fields together in a clear review step and can require selected information to be completed before the transaction is saved.

A clearer final check

Catch missing information while it is still easy to correct.

The transaction review pop-up presents the key information for the transaction before it is committed. This makes it easier to check the important details without scanning the entire entry screen again.

For fields that must always be completed, RachelsTools can make the review step part of the workflow rather than relying on memory.

01

Review key fields

See the important transaction information together before saving.

02

Require information

Choose fields that must be completed before the transaction can be committed.

03

Reduce corrections

Find omissions earlier and avoid returning to the transaction to repair preventable mistakes.

Save before void

Preserve the transaction details before they disappear.

The RachelsTools “Save details and void” action records useful context in the invoice memo before continuing to the normal QuickBooks void confirmation.

  • Record the reason for the void and the operator requesting it.
  • Add a dated note containing the original transaction and line details.
  • Copy the generated summary when it is useful elsewhere.
  • Continue to the standard QuickBooks Yes or No void decision after the information has been saved.

If the operator chooses not to complete the void, the saved note remains as an audit record of the request.

Annotated QuickBooks invoice showing the RachelsTools Save details and void action and a dialog that records the void reason, operator, timestamp and original transaction lines in the invoice memo
Saving the invoice details and reason before the normal QuickBooks void confirmation.
Annotated QuickBooks invoice showing RachelsTools buttons to open the customer ledger and notes, plus a customer notes window with open balance, overdue payment and outstanding invoices
Customer ledger, notes and outstanding transactions available from an invoice.

Ledger, notes and credit position

See the customer context without leaving the transaction.

Additional controls beside the customer field make it possible to open the ledger or review the customer’s notes and outstanding position while the invoice remains in front of you.

  • Go directly to the selected customer’s ledger.
  • View QuickBooks and RachelsTools notes from the transaction.
  • Optionally display marked note lines as a pop-up warning.
  • See the current open balance and overdue payment total.
  • Review open and overdue invoices, with overdue items clearly highlighted.
  • Open the complete outstanding-transactions list when more detail is needed.

Automatic note reminders

Mark a note line with > and RachelsTools displays it as a pop-up when the customer or supplier is opened. The reminder appears where the work is happening, so important instructions are harder to overlook.

  • Display marked customer or supplier notes on the ledger.
  • Show the same warning while working with related transactions.
  • Use individual note lines for concise, relevant reminders.
  • Close the pop-up after it has been read and continue working.
Annotated QuickBooks customer ledger showing a RachelsTools pop-up created from a customer note line beginning with a greater-than symbol
A marked note appears automatically on customer ledgers and related transactions.

Messages and statement summaries

Prepare the customer-facing detail before saving.

The final review step can also help build the text that accompanies the transaction. Turn the invoice lines into a useful statement memo, then add a saved message without retyping wording used time and again.

  • Create a statement memo from the invoice line descriptions and values.
  • Choose the level of detail using saved summary formats.
  • Select a reusable message for common notices, seasonal greetings or payment information.
  • Append the saved text to the existing message or replace it completely.
  • Review both areas before continuing with the normal Save action.
Annotated RachelsTools review window showing controls for creating a statement memo from invoice lines and adding, appending or replacing a reusable invoice message
Build a statement summary and add a reusable invoice message during the final review.