Sales Ledger Menu Contents Accessing an Account

Display Accounts

This topic explains how to examine in detail the individual Sales Ledger accounts and transactions posted to them. To do this, click on the Display accounts option on the Sales Ledger Menu.

Introduction

This versatile and powerful facility gives you complete access to any facet of your Sales Ledger accounts data. This feature lets you view and print the current state of individual Sales Ledger accounts in tabular and graphical format. It allows you quickly and easily to check and examine every part of the information that you have entered or transactions which Autoline has generated. This topic is divided as follows into sections that match the Tabs and Buttons to which you have access:

Accessing an Account

Main Details Tab

Other Details Tab

Financial Tab

Transactions Tab

Payments Tab

History Tab

Text Tab

BACS Tab (If installed.)

CRM Button

Print Button

Casefile Button

Quick Mail Button

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