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Creating and maintaining accounts receivable

Menu path

Go to CRM  Accounts  Maintain accounts or Finance  Accounts receivable  Maintain, and then click Open or New.

Introduction

Besides the accounts payable, the other most important part of your administration is the accounts receivable. This function allows you to create or modify entries for debtors. Before you create and process the daily financial transactions of your company, you should create the required accounts receivable. Accounts receivable lets you enter the detailed information of your debtor. Whenever there are transactions linked to a debtor, you can display the related transactions from the accounts receivable. Furthermore, this screen displays the type of debtor for the accounts receivable. If the debtor is already your customer, the date the debtor became your customer and a green check mark will be displayed under the Customer box.

In Exact Globe, you have the option to view the accounts receivable using the Simple or Advanced mode. This option depends on the license you purchased. If you have the CRM module, you can display the accounts receivable in the Advanced mode that provides more information for the debtor whereby more boxes and tabs are displayed. The following section explains the accounts receivable in the Advanced mode. From this screen, you can also:

  • create a sales quotation for the debtor
  • create a sales order for the debtor
  • create an activity for the debtor
  • view the organization chart
  • send emails to the contact persons
  • view the sales graph of the debtor in Microsoft Excel
  • view the debtor card of the debtor, or
  • create a letter for the debtor using Word merge.

There are eleven tabs in the Accounts - Debtors - Advanced screen. The tabs are:

  • Basics
  • Marketing
  • Contact
  • Financial
  • Activity
  • Contract
  • Admin.
  • Transactions
  • Doc.
  • Extra
  • Log 

This document describes the Basics tab, which displays general information of the accounts receivable.

What version are you using?

The information in this document is based on product update 406. If you have versions lower than this, certain features explained here will not be applicable.

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 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 14.708.729
 Assortment:  Date: 17-02-2025
 Release:  Attachment:
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