What does this section cover?
Navigating to Financial Transactions
Finance Application > Accounts Receivable > Financial Transactions
Explaining Financial Transactions Fields
Example
Name | Description |
---|---|
Number | An auto generated number which uniquely identifies each Accounts Receivable |
Name * | A name for the Accounts Receivable |
Description | A description of the Accounts Receivable |
Creating & Saving, Validations & Restrictions
Action | Validations | Restrictions | Additional Information |
---|---|---|---|
Create | |||
Save |
Creating an Accounts Receivable
- Search using the criteria available in the summary page
- From the top menu click on the New to open the Financial Transactions data entry page
- Rest of the steps
ATTACHMENTS
Add any files or URLs related to the entity.
Check General Settings to find out the restrictions (if any) related to the type and the size of the files you wish to upload.
- For adding a file
- Click on Add > Upload File
- Drag and Drop the file in the modal
OR - Click in the modal
- Select the file to be uploaded
- Click on "DONE"
- Notes: Provide notes related to the upload
- Click on Add > Upload File
- For adding a URL
- Click on "ADD"
- Attachment: Specify the URL
- Notes: Provide notes related with the URL
- Click on "ADD"
- For adding a file
LOG INFORMATION
The following information is automatically set by the system on saving the Financial Transactions
Log information section keeps all the logging information related to the specific record
- Basic set of information available in all entities
- Created By User: The user that created the entity
- Created By Unit: The unit of the user that created the entity
- Updated By User: The user that last updated the entity
- Updated by Unit: The unit of the user that last updated the entity
- Date Created: The date the account was entity
- Date Updated: The date the account was last entity
- Basic set of information available in all entities
- From the Action Menu click on Save
System Processing
Visit /wiki/spaces/WIP/pages/10010220 Financial Transactions for business examples related to Creating Financial Transactions
Related Areas
-
Configuring Rejection Reasons — Learn to configure Rejection Reasons
-
Configuring Financial Transaction Types — Learn to configure Financial Transaction Types
-
Configuring Payment Methods — Learn to configure Payment Methods
-
Understanding the Allocation Principles — Discover available Allocation Principles, their behaviour and how they can be configured
-
Handling Invoice Due Dates — Find out how the Invoice Due Date is calculated
-
Paying an invoice using Quick Pay — Find out how you can use Quick Pay to quickly pay off invoices
-
Configuring Financial Transaction Categories — Learn to configure Financial Transaction Categories
-
Managing Financial Transactions — Learn to work with Financial Transactions
-
Configuring Financial Transactions Definitions — Learn to configure the Financial Transactions Business Definitions that determine the overall behaviour of Financial Transactions
-
Creating and Sending Invoice Cancellation Details Printout — Learn to create and send an Invoice Cancellation Details Printout
-
Creating and Sending Invoice Details Printout — Learn to create and send an Invoice Details Printout
-
Creating and Sending Credit Note Details Printout — Learn to create and send a Credit Note Details Printout
-
Understanding Financial Transactions — Understand the usage of Financial Transactions within CRM.COM
-
R9 - Cancelling Invoices — Find out about Invoice Cancellation used when you want to cancel a posted invoice
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