Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 7 Next »

This is a listing of all the tabs a User might encounter in the 'G/L Accounts' Catalog. To access the GLA Catalog, navigate to Main > Catalog > G/L Accounts (GLA).

Activity/Remarks

Activity

The 'Activity/Remarks' tab provides a list of all the Activity and Remarks associated with a given GLA

Viewing/Editing Activity

Double-Click or select the 'Edit Selected' button  to open one of the associated Service Desk entries.

By default, a Remark cannot be edited or deleted once it is added. This behavior can be altered with the Configuration Option: REMARKS_EDITABLE .

Adding Remarks

After clicking the Add button  , a data-entry form is displayed that provides the User with a free-form field used for entering Remarks. Click Save New  to add the Remark.

Viewing Remarks

Selecting the View Selected button  will open a read-only data-entry form that displays the text of the Remark.

Note: Remember, depending on the System Configuration, remarks may not be editable once added.

10918920

Billing Summary

The 'Billing Summary' tab is specific to the G/L_Accounts_(GLAs) Catalog. From this tab, the User can access the Bill for a given GLA.

  1. Select the Bill to view from the Grid.
  2. Click the 'View Bill' button. 
  3. The Bill will open in a new tab will all the relevant data.

From the tab, the User can then View, Print, or save the Bill in a .pdf file format.

10918920

User Defined Fields

The 'User Defined Fields' tab will only be visible if there are User Defined Fields that are set on the User Defined Fields . Any User Defined Fields that are set will appear on this tab.

  • No labels