Accessing SL Accounts

Accessing an Account

On entering the Display accounts option, the system will prompt you for an account number. If you do not know the account number you can click the Ellipsis button to search either by Short name or Word search.

Note: If you wish to access a series of accounts in either Account Code or Short Name order then you can use the or buttons to move backwards or forwards through the file without having to enter an Account Code or a Short Name.

Short name search

Click the Ellipsis button adjacent to the Account field to activate the Short name search. A Customer accounts form will be opened with button prompts to perform Short name or Word Search searches.

Click the Short name button. A list of all accounts will be presented in Short Name order showing the Short Name, Account Code, Name and part of the Address fields.

Tip: You can limit the search to a specific letter or letters by entering your search criteria into the field to the left of the Short name button. This search is case sensitive and will search on the Short Name field.

Having found and selected the required account in the Customer accounts form click the OK button.

Word search

Click the Ellipsis button adjacent to the Account field to activate the Word search. A Customer accounts form will be opened with button prompts to perform Short name or Word Search searches.

The following data is present in the word search index for Sales Ledger accounts

Customers Name
Address Lines 1-5
Post Code
Short Name
Phone Number

Once the words have been entered click the Word Search button. A list of matching records will be displayed showing the Short Name, Account Code, Name and part of the Address fields.

Select a matching record in the search results and click the OK button.

To abort the search without selecting an account click the Cancel button.

The Main-details tab is presented in the foreground of a multi-tabbed Display Customer Account Details form. Some of the tabs are optional, depending on the setting of the system parameters.

Note: To link to the detail of the tabs simply click on the appropriate tab description below.

Main Details
Other Details
Financial
Transactions
History
Text

Tip: If you request a new account from a particular tab, the system will present the same tab of information for the new account. For example, if displaying the Financial tab for account A0001 you enter a new account in the Account field as A0002, the Financial tab for A0002 will be shown. This facility allows you to move quickly through a series of different accounts displaying the same tab of information for each account.

Buttons