Chapter 7 – Accounts Receivable Setting up Accounts Receivable
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People
You can create a record for each person who contacts you. You can then link that person to a customer.
You can link many people to one customer record, and you can link a person to more than one company.
For example, you may have a consultant who provides support and training for your products to many of your customers. The use of people is optional.
You access this function via the Maintenance...Accounts Receivable...People menu option, or via the system tree Accounts Receivable...Maintenance...People function:
If you have the person’s email address, you can email a report directly to the person.
In the Customers tab, you link this person to one or more customers.
In the Suppliers tab, you link this person to one or more suppliers.
The Incident History tab shows any incidents to which you link this person.
Areas
You can create area codes that you attach to customer records. You then use the area code to filter reports. Besides using these codes for geographic areas, you can use it for any other type of grouping.
You access this function via the Maintenance...Accounts Receivable...Areas menu option, or via the system tree Accounts Receivable...Maintenance...Areas function: