Difference between revisions of "Accounts Receivable Notes"
From TrueERP wiki
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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. | 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. | ||
| − | · The Accounts Receivable Notes Report is exportable (see exporting reports) · The [[ | + | · 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 [[ | + | '''How To View the [[Accounts_Receivable_Notes]]''' |
| − | · The [[ | + | · 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. | · The notes are entered at transaction level so the "Extra details" radio button must be checked for transactions to be displayed. | ||
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· 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. | · 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 [[ | + | · 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 14:38, 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.
