Difference between revisions of "Accounts Receivable Notes"
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== Overview == | == Overview == | ||
| − | This | + | This allows you to view Notes that have been entered against Accounts Receivable Transactions. The notes are entered on the [[Accounts Receivable Report|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''' | '''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 time stamp 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. | |
Latest revision as of 11:16, 29 September 2015
Overview
This 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 time stamp 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.
