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cats:procedures:accounting:multipleaddress [2019/03/18 20:44] – amanda | cats:procedures:accounting:multipleaddress [2020/03/03 17:40] (current) – jen | ||
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=====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. | ||
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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**.\\ | ||
[{{: | [{{: | ||
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[{{: | [{{: | ||
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.\\ | ||
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Highlight the address you want to delete and press **Delete**.\\ | Highlight the address you want to delete and press **Delete**.\\ | ||
[{{: | [{{: | ||
- | |||
- | ====Address Tags==== | ||
- | Addresses are identified by their tag. The **Main** tag is the default tag for this company. You can add new addresses, each with their own tag. | ||
- | Some special tags include: | ||
- | * **'' | ||
- | * **'' | ||
- | * **'' | ||
====Looking Up or Adding Addresses On Forms==== | ====Looking Up or Adding Addresses On Forms==== | ||
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Press **Cancel** then **Exit** to return to the review account menu.\\ | Press **Cancel** then **Exit** to return to the review account menu.\\ | ||
- | {{tag>" | + | {{tag>" |