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ACCOUNTS RECEIVABLE - New Transaction


  • Access
    • Accounts Receivable List
         
    • Accounts Receivable Details
         
  • click New
  • select transaction Type from the drop-down list
  • enter or select Date
  • accept or change Terms as established in Customer Details
  • system-assigned Transaction no.
  • option to enter a Reference no.
  • option to enter a Memo
  • enter Total and the system will back out the taxes
  • Taxes - option to change / delete tax amounts calculated out of the Total - tax settings are established in Customer > Addresses > Taxes 
  • select from Post / Post and Review GL (or Alt+s)
   

 
    • User Settings for this selection - Edit > User Settings > Accounts Receivable:
      • CheckBoxCheckedBlue Modify GL Transaction
      • Modify Transactions by Default:
        • CheckBoxCheckedBlue  PostReviewPost
        • CheckBoxUnchecked-1  PostPostReview