Where can AR Comments be entered?
KB Article #:
109393
Summary:
Where can AR Comments be entered?
Description:
Where can AR Comments be entered so they appear on the AR Comments report?

Resolution: 

AR Comments can be entered in AR review. 

  1. Go to  Firms Hubs > AR Review.
  2. Select the Client from the Find field.
  3. If there is more than one project for the selected client, select a project from the Accounts Receivable grid.
  4. Using the row tool Options, click Comments to display the AR Comments dialog.
  5. Enter the text in the Comment Entry box. If text formatting is needed, click the arrow in the right hand corner to Expand Toolbar.

Note:  In Step 4 above:

  • If no comments exist for any invoice for this project, Vantagepoint opens a new row in the grid on the dialog.
  • If comments exist for any invoice for this project, Vantagepoint lists them in the grid. Click Add Comment on the grid to open a new row.
 
Knowledge Base Reference Number: KBA #109393
 
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