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.
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.
- Select the Bill to view from the Grid.
- Click the 'View Bill' button.
- 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.
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.