| Description: |
Where can AR Comments be entered so they appear on the AR Comments report?
Resolution:
AR Comments can be entered in Invoice Review.
- Go to Accounting > Accounts Receivable > Invoice Review.
- Select the Client from the find field in the upper right hand corner of the screen.
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If there is more than one project for the selected client, select a project from the Aged Accounts Receivable grid by clicking the row selector beside the appropriate project number.
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Click Comments on the menu bar to display the AR Comments dialog.
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From the drop down list for the Invoice field in the grid of the AR Comments dialog, select an invoice.
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In the Comment Entry section, enter text in the Comment box. If text formatting is needed, click the pencil icon to display the Text Editor.
Note: In Step 5 above:
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If no comments exist for any invoice for this project, Vision opens a new row in the grid on the dialog.
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If comments exist for any invoice for this project, Vision lists them in the grid. Click Insert on the grid to open a new row.
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