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Creating and maintaining accounts receivable - Extra tab

Creating Accounts Receivable – Extra Tab (Simple mode)


Go to Finance ➔ Accounts receivable ➔ Maintain or CRM ➔ Accounts ➔ Maintain accounts, and then click New or select an account and click Edit. Next, click the Extra tab.


This document provides the information on how to categorize your debtor account and maintain free fields to be used in the debtor maintenance screen.


Categories section

This section allows you to categorize the debtor account according to the categories defined at System ➔ General ➔ CRM ➔ Categories. You can define up to 15 types of categories for the debtor account. However, only categories that have their properties defined will be displayed. For more information, see Creating and maintaining accounts categories.

Extra section

You can define 45 additional fields which allows you to link self-defined text, date, logical (yes-no), and numerical values to your debtor. Before you can use these fields, you need to define them at System ➔ General ➔ Free fields. For more information, see Maintaining free fields.

Related document

 Main Category: Attachments & notes  Document Type: Support - On-line help
 Category:  Security  level: All - 0
 Sub category:  Document ID: 14.791.820
 Assortment:  Date: 26-09-2022
 Release:  Attachment: