Account Detail View Accounting Details Tab

(Accounting Integration Only) The Accounting Details tab displays additional company information from the integrated accounting application. This information synchronizes to the linked account in the accounting system.

To set

1. Open the Account Detail view for the linked account.
2. Click the Accounting Details tab. If the tab is not visible, click the More Tabs tab.
3. Add or edit the following information:
   • Account - The company name.
   • Date Opened - The date the account was created in the accounting system.
   • Status - The status of the account in the accounting system.
   • Delivery Method - The company's selected delivery method.
   • Finance Status - The company's financial status.
   • Accounting Balance - The company's account balance.
   • Balance Date - The date the account balance was calculated.
   • Finance Limit - The company's finance limit.
   • Payment Terms - The company's payment terms.
4. Click Save.

Related Topics

Introducing Accounting Integration