One moment please...
 
 
Exact Globe+   
 

Creating and maintaining accounts receivable - Financial tab

Menu path

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

Introduction

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 Financial tab of an accounts receivable in the Advanced mode.

What version are you using?

The information in this document is based on product update 422.

How do I create accounts receivable?

  1. Click New.
  2. Under the Financial tab at Name, type the name of the debtor. This is mandatory.
  3. Fill in 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 criteria.
  2. Click Search.
  3. Select a debtor account, and then click Open.
  4. Go to the Financial tab, make the necessary changes to the entry, and then click Save.
  5. Click Close to exit.

Fields

Related documents

     
 Main Category: Attachments & notes  Document Type: Support - On-line help
 Category:  Security  level: All - 0
 Sub category:  Document ID: 14.838.649
 Assortment:  Date: 24-11-2022
 Release:  Attachment:
 Disclaimer