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cats:procedures:accounting:authorizationscan [2022/07/01 16:24] – jen | cats:procedures:accounting:authorizationscan [2022/07/07 19:21] – jen | ||
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=====Authorization Scan===== | =====Authorization Scan===== | ||
- | Edit or add credit limit and past due exceptions for accounts. From the main menu, go to **Accounting > Accts: | + | Use authorization scan to create |
===Scan of Authorizations=== | ===Scan of Authorizations=== | ||
- | {{: | + | A list of exceptions will show on this scan. Add a new exception or edit one already created. |
+ | [{{: | ||
===Add=== | ===Add=== | ||
- | Select authorization type (Past due or credit limit exception), press **continue**.\\ | + | Choose **Add** from the top menu. Select authorization type (**past |
- | {{: | + | [{{: |
+ | |||
+ | Add the account and contract number (optional). Press **Apply**.\\ | ||
+ | [{{: | ||
+ | |||
+ | Enter all of the information for the exception. Enter a start and end date or check box **Does not expire**, if it doesn' | ||
+ | Add notes or limits and press **Apply** when done.\\ | ||
+ | [{{: | ||
+ | [{{: | ||
+ | |||
+ | The exception will be added to the scan. Choose **Edit** to revise exception, **Filter** to sort scan list and **HTML** to print scan list. **Exit** will bring you back to the home screen. | ||
+ | [{{: | ||
- | Add the account and contract number. | ||
- | {{: |