Enable AR Accounts in Client Editor Panel

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Overview

Creating an Account Receivable (AR) account for a client has been streamlined to match the process used for businesses. The Client Editor panel now includes an "Activate Account Receivable" flag for clients.

Prerequisites

  • Access to the Client Editor panel
  • Client's name for search

Steps

  1. Search for a Client:
    - Click on the Search button.
    - Enter the client's name.
    - Click Search.
  2. Access the Client Editor Panel:
    - In the Selected Client box, click on the Edit button to access the Client Editor panel.
    - Alternatively, scroll to the bottom of the Availability Grid page to expand the Client Editor panel.
    - Click on the Search button to search for the entered client name.
  3. Activate AR Account:
    - In the client's file, tick the Activate Account Receivable flag.
    - An AR Account is instantly created for the client, eliminating the need to navigate to the AR Review/Aging panel.

  1. Alternative Method:
    - AR Accounts can also be created via the AR Aging Panel.

Troubleshooting

For further assistance, please contact:

- Phone: 888 777-0602 (or +61 7 4925 4400 for Australia/NZ)

- Email: support@digitalrez.com