Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
cats:procedures:accounting:multipleaddress [2017/10/25 15:38] – jen | cats:procedures:accounting:multipleaddress [2020/03/03 17:40] (current) – jen | ||
---|---|---|---|
Line 1: | Line 1: | ||
=====Multiple Address Tool===== | =====Multiple Address Tool===== | ||
- | {{entry> | + | {{entry> |
Each company can have multiple addresses. CATS allows you to add or edit any address field found on invoices, traffic forms, delivery orders and contracts. There are a few ways to do this. | Each company can have multiple addresses. CATS allows you to add or edit any address field found on invoices, traffic forms, delivery orders and contracts. There are a few ways to do this. | ||
Line 6: | Line 6: | ||
Go to **Accounting > Accts: | Go to **Accounting > Accts: | ||
- | [{{: | + | [{{: |
Enter an account record that you want to add or edit the address and press **OK**.\\ | Enter an account record that you want to add or edit the address and press **OK**.\\ | ||
[{{: | [{{: | ||
Line 12: | Line 12: | ||
[{{: | [{{: | ||
- | The address information box will pop-up. Use the **Address List** tab to search addresses. | + | The address information box will pop-up. Use the **Address List** tab to search addresses. |
- | **Add**- Add a new empty alternate address for this company.\\ | + | |
- | **Copy**- Copy the currently selected address into a new alternate address.\\ | + | Widen the dialog to see more address fields. From the address information box, you can:\\ |
- | **Edit**- View/Edit the details of this address.\\ | + | |
- | **Print**- Print an address label.\\ | + | |
+ | | ||
+ | | ||
[{{: | [{{: | ||
Line 28: | Line 30: | ||
[{{: | [{{: | ||
Assign a tag to the new address and press **OK**.\\ | Assign a tag to the new address and press **OK**.\\ | ||
+ | |||
+ | <note tip> | ||
+ | Some special tags include: | ||
+ | * **'' | ||
+ | * **'' | ||
+ | * **'' | ||
+ | |||
+ | </ | ||
+ | |||
[{{: | [{{: | ||
The new address will show in the address information box.\\ | The new address will show in the address information box.\\ | ||
Line 51: | Line 62: | ||
Highlight the address you want to delete and press **Delete**.\\ | Highlight the address you want to delete and press **Delete**.\\ | ||
[{{: | [{{: | ||
- | |||
- | |||
- | |||
- | |||
====Looking Up or Adding Addresses On Forms==== | ====Looking Up or Adding Addresses On Forms==== | ||
Line 96: | Line 103: | ||
Press **Cancel** then **Exit** to return to the review account menu.\\ | Press **Cancel** then **Exit** to return to the review account menu.\\ | ||
- | {{tag>" | + | {{tag>" |