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Entering notes for AR accounts (Read 314 times)
swalker
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Entering notes for AR accounts
04/27/06 at 09:19:10
I've been entering notes for particular customers under AR-A then choosing HIST but I've noticed that when I print the AR aging report, these notes are not showing up.
Is there another way to enter notes and have it print on the aging report?
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JNAPIER
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Re: Entering notes for AR accounts
Reply #1 -
04/27/06 at 10:54:57
Aging uses the Follow-Up records. You can print a history report sorted by type or customer, but not on the aging report. The thing I don't like about follow-up is that you have to have many different codes because it overwrits the existing record for that code type.
John
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David Waldmann
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Re: Entering notes for AR accounts
Reply #2 -
04/28/06 at 02:05:44
Quote from JNAPIER
on 04/27/06 at 10:54:57:
The thing I don't like about follow-up is that you have to have many different codes because it overwrits the existing record for that code type.
DITTO!
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David N Waldmann
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