Differences
This shows you the differences between two versions of the page.
| Next revision | Previous revision | ||
| ug2-16 [2010/10/19 12:09] – external edit 127.0.0.1 | ug2-16 [2021/09/22 14:03] (current) – Viola Scott | ||
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| * Type in the name of the company you wish to look for and click on the **Find** button. | * Type in the name of the company you wish to look for and click on the **Find** button. | ||
| * **Double click** on the required company or highlight it and click on the **Expand button** to open record. | * **Double click** on the required company or highlight it and click on the **Expand button** to open record. | ||
| - | * Click on the **Miscellaneous** option on the left hand side of the record to open the **Company Account** view. | + | * Click on the **Miscellaneous** option on the left hand side of the record to open the **Company Account** view. (Miscellaneous can be re-named per Agency, such as to Accounts Setup, but is always the view directly above the Accounts view) |
| * Click in the **Account Code** field. A button appears on the right, click the button to open the **Specify Account Code** form. | * Click in the **Account Code** field. A button appears on the right, click the button to open the **Specify Account Code** form. | ||
| Line 28: | Line 28: | ||
| * Select **Link to Existing** or **New Invoice Address**. | * Select **Link to Existing** or **New Invoice Address**. | ||
| * Enter the name of the Company into the Keyname field and click on the **New Invoice Address** button. | * Enter the name of the Company into the Keyname field and click on the **New Invoice Address** button. | ||
| - | * Enter the company details. | + | * Enter the company details |
| If you want to allocate a code automatically, | If you want to allocate a code automatically, | ||
| Line 34: | Line 34: | ||
| Allocate an account code automatically: | Allocate an account code automatically: | ||
| - | * Select **Allocate | + | * Select **Allocate |
| * Click on the **Ok** button. | * Click on the **Ok** button. | ||
| Line 50: | Line 50: | ||
| * Days Credit | * Days Credit | ||
| \\ See also | \\ See also | ||
| - | \\ [[http:// | + | \\ [[http:// |
| \\ | \\ | ||
| \\ Back to [[1_online_user_guide]] | \\ Back to [[1_online_user_guide]] | ||
| \\ back to [[UG2-00]] | \\ back to [[UG2-00]] | ||