Difference between revisions of "Accounts Receivable Notes"
From TrueERP wiki
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[[Unpaid Bills]] | [[Unpaid Bills]] | ||
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| − | == Overview == | + | == Overview == |
| − | This button allows you to view Notes that have been entered against Accounts Receivable Transactions. The notes are | + | This button allows you to view Notes that have been entered against Accounts Receivable Transactions. The notes are entered on the [[Accounts Receivable Repor]]t screen. |
| − | entered on the Accounts Receivable | + | |
| − | · The Accounts Receivable Notes Report is exportable (see exporting reports) | + | · The Accounts Receivable Notes Report is exportable (see exporting reports) · The [[Accounts Receivable Notes]] Report is printable (see printing reports) · The [[Accounts Receivable Notes]] Report is searchable ( see F5, F6, F7 searching) · The [[Accounts Receivable Notes]] Report is customisable (see customising lists) · The [[Accounts Receivable Notes]] Report can be filtered (see sorting and filtering) |
| − | · The Accounts Receivable Notes Report is printable | + | |
| − | · The Accounts Receivable Notes Report is searchable ( see F5, F6, F7 searching) | + | |
| − | · The Accounts Receivable Notes Report is customisable (see customising lists) | + | |
| − | · The Accounts Receivable Notes Report can be filtered (see sorting and filtering) | + | |
| − | '''How To View the Accounts Receivable Notes''' | + | '''How To View the [[Accounts Receivable Notes]]''' |
| − | · The Accounts Receivable Notes can be viewed and maintained on the Accounts Receivable Report screen. | + | · The [[Accounts Receivable Notes]] can be viewed and maintained on the Accounts Receivable Report screen. |
| − | · The notes are entered at transaction level so the "Extra details" radio button must be checked for transactions to | + | · The notes are entered at transaction level so the "Extra details" radio button must be checked for transactions to be displayed. |
| − | + | ||
| − | · Double click in the transaction notes column against the transaction to show the notes maintenance window. The | + | · Double click in the transaction notes column against the transaction to show the notes maintenance window. The "Add Date" button can be used to timestamp any notes you enter. |
| − | + | ||
| − | · Click on the "To Do" button and choose an action by date from the calendar pop-up to add the notes as an action | + | · Click on the "To Do" button and choose an action by date from the calendar pop-up to add the notes as an action on your To Do List. |
| − | + | ||
| − | · The Accounts Receivable Notes can be viewed but not maintained on the Accounts Receivable Notes screen. Double | + | · The Accounts Receivable Notes can be viewed but not maintained on the [[Accounts Receivable Notes]] screen. Double click under the "AR Notes" column to display the full notes window. |
| − | + | ||
Revision as of 12:11, 9 March 2011
Overview
This button allows you to view Notes that have been entered against Accounts Receivable Transactions. The notes are entered on the Accounts Receivable Report screen.
· The Accounts Receivable Notes Report is exportable (see exporting reports) · The Accounts Receivable Notes Report is printable (see printing reports) · The Accounts Receivable Notes Report is searchable ( see F5, F6, F7 searching) · The Accounts Receivable Notes Report is customisable (see customising lists) · The Accounts Receivable Notes Report can be filtered (see sorting and filtering)
How To View the Accounts Receivable Notes
· The Accounts Receivable Notes can be viewed and maintained on the Accounts Receivable Report screen.
· The notes are entered at transaction level so the "Extra details" radio button must be checked for transactions to be displayed.
· Double click in the transaction notes column against the transaction to show the notes maintenance window. The "Add Date" button can be used to timestamp any notes you enter.
· Click on the "To Do" button and choose an action by date from the calendar pop-up to add the notes as an action on your To Do List.
· The Accounts Receivable Notes can be viewed but not maintained on the Accounts Receivable Notes screen. Double click under the "AR Notes" column to display the full notes window.
