cats:procedures:accounting:1099report

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision		 Previous revision
cats:procedures:accounting:1099report [2017/06/22 13:57] – [Exposure/Credit] jencats:procedures:accounting:1099report [2019/06/06 16:01] (current) – [Review Account] jen
Line 1: Line 1:
 =====Using the Accounts Name and Address Feature===== =====Using the Accounts Name and Address Feature=====
 +{{entry>0;Review Account;-}}
 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, exposure information, and credit 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, exposure information, and credit information.
  
Line 7: Line 7:
  
 Go to **Accounting > Accts: Name/Addr > Review.**  Go to **Accounting > Accts: Name/Addr > Review.** 
-[{{:cats:procedures:accounting:accounting_reviewacctaccess.png?|}}]+[{{:cats:procedures:accounting:acctsreview_accessmenu.png|}}]
 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**. 
 [{{:cats:procedures:accounting:accounting_enteraccount.png?|}}] [{{:cats:procedures:accounting:accounting_enteraccount.png?|}}]
Line 73: Line 73:
  
 ===Credit Limit=== ===Credit Limit===
 +
 +{{tag>"review account" "exposure credit"}}
  
  
  • cats/procedures/accounting/1099report.1498139832.txt.gz
  • Last modified: 2017/12/19 03:21
  • (external edit)