Difference between revisions of "12 Notes for A/R"
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Simon Clive (Talk | contribs) (Created page with "Accounts Receivable Notes This button allows you to view Notes that have been entered against Accounts Receivable Transactions. The notes are entered on the Accounts Receivabl...") |
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| − | Accounts Receivable Notes | + | '''Accounts Receivable Notes''' |
| − | + | '''Can you make notes against a transaction in the AR Report?''' | |
| − | + | ||
| − | + | ||
| + | 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. To enter a note the '''Accounts Receivable Report''' must be in | ||
| + | '''Extra Details''' mode so that each invoice is displayed. | ||
| − | |||
| − | The Accounts Receivable Notes can be viewed and maintained on the Accounts Receivable Report screen. | + | '''Can you open the Accounts Receivable Notes Report?''' |
| + | |||
| + | 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 | ||
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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. | + | '''"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. | on your To Do List. | ||
| − | The Accounts Receivable Notes can be viewed but not maintained on the Accounts Receivable Notes screen. | + | 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. | + | Double click under the '''"AR Notes"''' column to display the full notes window. |
Latest revision as of 05:47, 18 December 2014
Accounts Receivable Notes
Can you make notes against a transaction in the AR Report?
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. To enter a note the Accounts Receivable Report must be in Extra Details mode so that each invoice is displayed.
Can you open the Accounts Receivable Notes Report?
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.
