Kuhlekt

Path: Account->details->contacts This part shows the contacts for the account. Contacts are used to store contact information for the account. You can click on the ‘First’ or ‘Last’ name of a contact to view the contact details. Depending on your ‘Account’ permissions, you can create, edit or delete contacts. A…

Path: Account->details This part shows account information that has been uploaded from your backend system.

Path: Account->details The Account Details   Now we start looking at the accounts and processes which affect accounts during the course of your role. As we previously mentioned we have 2 menus the system menu at the top and the account menu lower down.  Here we refer to tabs as…

Path: Account->details This part shows the graphs. You can select to view a ‘Balance’, a ‘Sales’, or a ‘DSO’ graph. If the account is part of a group, the graph can display data for only the ‘Account’ of for all the accounts in the ‘Group’. The ‘Balance’ data is created…

Path: Account->details This part shows the ‘Aged balances’ for the account. If the account is part of a group, then the total ‘Aged balances’ are shown for the group, along with a count of how many accounts are in the group. You can click on ‘Group’ to see all the…

Path: Account->details This part shows a summary of and open/overdue items for the account. You can click on the item to go straight to that area.