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Creating and maintaining accounts receivable - Transactions tab

Menu paths

  • Finance ➔ Accounts receivable ➔ Maintain
  • CRM ➔ Accounts ➔ Maintain accounts


Accounts receivable are accounts of your debtors. Information of your debtors can be kept here. You have the option to view the accounts receivable using the Simple or Advanced mode. This option depends on the license you purchased. If you have the CRM module, you can display the accounts receivable in the Advanced mode, whereby more information of your debtors are displayed.

The following section explains the Transactions tab of an accounts receivable in the Advanced mode.

What version are you using?

The information in this document is applicable to product update 413 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create accounts receivable?

  1. Click New.
  2. Under the Basics tab at Name, type the name of the debtor. This is mandatory.
  3. Fill in the other details, if required.
  4. Click Save to save the accounts receivable entry.
  5. Click Close to exit.

How do I edit accounts receivable?

  1. Define the search criteria.
  2. Click Search.
  3. Select a debtor account, and then click Open.
  4. Make the necessary changes to the entry, and then click Save.
  5. Click Close to exit.



Related documents


 Main Category: Attachments & notes  Document Type: Support - On-line help
 Category:  Security  level: All - 0
 Sub category:  Document ID: 14.789.400
 Assortment:  Date: 26-09-2022
 Release:  Attachment:

EG-OH417-Creating and maintaining accounts receivable - Transactions tab02.docx 42.6 KB View Download