Difference between revisions of "Accounts Receivable Notes"
From TrueERP wiki
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== Overview == | == 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. | ||
Revision as of 14:31, 2 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.
