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cats:procedures:accounting:1099report [2017/06/20 15:02] – jen | cats:procedures:accounting:1099report [2019/06/06 16:01] (current) – [Review Account] jen | ||
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=====Using the Accounts Name and Address Feature===== | =====Using the Accounts Name and Address Feature===== | ||
+ | {{entry> | ||
Use the Accts: Name/Addr feature to quickly access and update account information. For each account, you can review and update information including account addresses, account phone numbers, payment information, | Use the Accts: Name/Addr feature to quickly access and update account information. For each account, you can review and update information including account addresses, account phone numbers, payment information, | ||
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Go to **Accounting > Accts: Name/Addr > Review.** | Go to **Accounting > Accts: Name/Addr > Review.** | ||
- | [{{: | + | [{{: |
A dialogue box will open and ask you to enter the code of the account that you want to look at. Enter the code of the account you wish to review. Then press **OK**. | A dialogue box will open and ask you to enter the code of the account that you want to look at. Enter the code of the account you wish to review. Then press **OK**. | ||
[{{: | [{{: | ||
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* Exposure Available - Is the maximum value of exposure.\\ | * Exposure Available - Is the maximum value of exposure.\\ | ||
* Contract Exposure Used - How much exposure is in open contracts for this account. \\ | * Contract Exposure Used - How much exposure is in open contracts for this account. \\ | ||
- | * Purchase Exposure - \\ | + | * Purchase Exposure - How much open purchase contracts are open for this account.\\ |
- | * Sale Exposure - \\ | + | * Sale Exposure - How much open sale contracts are open for this account.\\ |
* P/L - \\ | * P/L - \\ | ||
===Credit Limit=== | ===Credit Limit=== | ||
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+ | {{tag>" | ||