Accessed by way of the Contract Review form followed by selection of
either Account Balance from the View Menu or the
icon from the
Toolbar. This presents the Account Balance form
which displays the current outstanding balance for the Sales Ledger account associated
with the selected contract.
This form is split into four parts that are as follows:
In addition to displaying the form name the Title Bar provides a number of other useful identification criteria and buttons.
The content of the Account Balance menu bar is as follows:
Exit
Exits to the Contract Review form.
Provides online access to a context sensitive Help form.
The content of the Account Balance toolbar is as follows:
Exits to the Contract Review form.
Provides online access to a context sensitive Help form.
The Account Balance Dialogue Box contains several data fields and an Account Balance Grid for displaying invoice and credit balances for the account associated with the selected contract.
The registration number of the vehicle.
The full vehicle variant description.
The fields contained within the Account Balance Grid are as follows:
- Account
The Sales Ledger account code (e.g. A0099) for the account which is under review and is associated with the currently selected contract.
- Registration
The registration number of the vehicle(s) associated with this Sales Ledger account.
- Description
Displays the full description for the invoice or credit item e.g. Period Rentals + VAT, Initial Rentals, etc.
- O/S Balance
The outstanding invoice or credit amount for the item. A negative value (-) denotes a credit note or negative invoice.
The scroll bar to the right of this form may be used to view further items which, due to space allocation, cannot be viewed within the initial form.
A single-left-click of the mouse on any row within the grid presents an Account Balance Details form for review of any invoice/credit item within the Account Balance Grid.