|
Accounting Info tab This Help File Page was last Modified on 09/10/2013 |
|
|
|
|
Accounting Info tab This Help File Page was last Modified on 09/10/2013 |
|
|
Accounting Info tab
This Help File Page was last Modified on 09/10/2013
|
Accounting Info tab This Help File Page was last Modified on 09/10/2013 |
|
|
|
|
Accounting Info tab This Help File Page was last Modified on 09/10/2013 |
|
|
| □ | Accounting Information Tab - Provides for the Configuration of this Account for the Accounts Receivable System and shows the Account's current status as it relates to Receipts and Sales. |
| • | There are two ways to access the Accounting Information tab. |
| • | Click the Accounting Info tab |
| • | On the Receivable menu, Click the Accounting Info Icon. |
| • | Because you will often be looking at, or using, other tabs on this Form, generally you should use the second method to open this Form. |
Subscribers Form - Accounting Information opened as a separate Form
| • | The Accounting Info tab provides: |
| • | Configuration information: |
| ▪ | Entry of the Subscriber's Sales Tax Rules |
| ▪ | Assignment of a Division Code (if required). |
| ▪ | Establishment of their Credit Limit. |
| ▪ | Sets the method to Charge Interest on Invoices that are not paid on time. |
| ▪ | Sets the Late Fee assessment timing by assigning a Late Fee Group code. |
| ▪ | Establishes an optional Mark Up Percentage if a Pricing Mark Up Group is assigned. |
| • | Account Status information. |
| ▪ | Last Sale - the Total Amount of the last Sales Invoice entered for this Subscriber |
| ▪ | Date of Last Sale - the Date of the last Sales Invoice entered for this Subscriber |
| ▪ | Last Pay - the Amount of the last Receipt entered for this Subscriber |
| ▪ | Date of Last Pay - the Date of the last Receipt entered for this Subscriber |
| ▪ | Yrly RMR - Annualized Billing Amount of the currently defined Recurring Revenue. |
| ▪ | Balance - the Net Balance Due from this Subscriber |
| • | See Accounting Information for a more detailed explanation of this tab. |