Sales Ledger Table of Contents

Display Accounts

Introduction

Accessing an Account

Main Details Tab

Other Details Tab

Financial Tab

Payments Tab

Transactions Tab

History Tab

Text Tab

CRM Button

Print Button

Casefile Button

Quick Mail Button

Batch Input of Documents

Batch Control Details

Create Document Header

Create Transactions and Posting

Take Deposits

Taking a Deposit

Refunding a Deposit

Transferring a Deposit

Cash Posting & Allocation

Cash Received Form

Header Tab

Allocations Tab

Post on Account Tab

Cash Received Transfer Form

Enter Batched Cash

Credit Chase Menu

Reconcile Till Accounts

Loading Transactions

Reconciling Transactions

Till Reconciliation Summary

Add/Modify Accounts

Creating an account

Amending an account

Deleting an account

Master debtors file

View Batch of Invoices

Maintain Blanket Invoices

Miscellaneous Invoicing

Print Daybooks

Generate & Print Documents

Entering Accounts

Entering Document Detail

Creating Items

Printing Documents

Statements

BACS Processing Menu

Note: This option only appears if you have the BX Module installed on Autoline.

Document Transfer

Reports and Enquiries

Miscellaneous Options

System Maintenance

Display current period

Overdue Interest Calculation

Selecting Open Transactions

Select Overdue Interest proposals Form

Overdue Interest Proposals

Printing Overdue Interest Invoices

Overdue Interest Proposals Form