| Question / Issue |
 |
| Where can I go to view/Add Account Receivables and Payables? |
| Answer / Solution |
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- Go to the Notes/Reminders section on the left side of the screen and select Receivables/Payables or the Agency Tools menu at the top of the screen and select Accounts Rec/Pay.
- Enter a date range on the right side of the screen, then click on either the View Receivables or View Payables button on the upper left side of the screen.
- To enter a new Payable or Recevable:
- Select where the Payable or the Receivable will come from:
- Client
- Ins Company
- Other - with a field to define this
- Choose whether it is a payable or receivable.
- Select the Agent.
- Amount Due
- Due Date
- Enter Notes if you want to in the Memo section.
- Click Save to exit this screen.
- Your receivable or payable will then display on the screen.
- Click on the X in the upper right corner to close the screen.
|
FAQ ID # 117
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