Exact Globe+

Overview of accounts receivable

Introduction

In this screen, you can obtain an overview of accounts receivable or debtors. Besides that, you can create new accounts and/or modify existing ones, as well as change the codes of the accounts and merge two accounts.

Menu path

Finance ➔ Accounts receivable ➔ Maintain

Fields

You can filter the accounts that you want to display by defining one or more of the following criteria and clicking Search. The accounts that match the defined criteria are then displayed.

Note: It is possible that not all the columns in the example are displayed. You can add or delete columns as required. For more information, see Inserting and deleting columns.

Search

Click this to display the overview of accounts based on the defined criteria.

Clear

Click this to clear the defined criteria.

Rows

Type the number of rows to be displayed for each screen. If you have set the default number of rows to 10, then 10 rows will be displayed. Therefore, if you have more than 10 rows listed, the Previous and Next buttons are available.

Click this to return to the previous screen.

Click this to go to the next screen.

Filter

Select starts with or contains to display accounts with debtor codes, debtor names, first address line, names of cities, and country codes that start with or contain the characters typed at Debtor, Name, Address line 1, City, and Country code, respectively.

Debtor

Type a partial or complete debtor code to display accounts with codes that start with or contain the characters.

Name

Type a partial or complete debtor name to display accounts with names that start with or contain the characters.

Type

Select Associate, Bank, Customer, Division, Prospect, Reseller, Supplier, Not validated, Employee, Lead, or Suspect to display accounts with the corresponding type. Select All to display the accounts with any type. Selecting Customer, Suspect, and All will display the Delete button.

Address line 1

Type a partial or complete address to display accounts with first address lines that start with or contain the characters.

City

Type a partial or complete name of a city to display accounts linked to cities that start with or contain the characters.

Country code

Type a partial or complete country code to display accounts linked to cities with codes that start with or contain the characters.

Parent account

Type or select a parent account to display accounts linked to the parent account.

Active, Passive, Pilot, Blocked, Reference, Inactive

Select one or more check boxes to display accounts with the corresponding status(es).

Buttons

Recode

Click this to modify the code of the selected account without merging with another account or merge the selected account with another account and recode the merged account. For more information, see Recoding accounts.

Delete

Click this to delete the selected account.

Note: This button is available only when you Customer, Suspect, and All at Type and enabled only when you select an account.

Open

Click this to view or modify the selected acccount. For more information, see Creating and maintaining accounts receivable.

New

Click this to create a new account. For more information, see Creating and maintaining accounts receivable.

Close

Click this to exit.