Customer Settlement Archives - Splendid Accounts

Activity Log

Zeeshan Riaz — Tue, 23 Nov 2021 06:22:01 +0000

Activity Log

Activity log tab is displayed at the end of every field present in side menu and setup menu. By clicking on show button, user can see details of every entry and transaction done by user. These details are also displayed in audit log report. This report can be accessed from reports menu by company admin only.

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Comments and Attachments

Zeeshan Riaz — Tue, 31 Aug 2021 10:53:08 +0000

Comments and Attachments

Enter as much text as you’d like to add notes for any transactional documents.
Add an attachment or browse the file you can add in the document, not more than 5 MB file. File type are(jpg,jpeg,png,docs,xlxs,xls,csv)

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User Roles Security

Zeeshan Riaz — Tue, 31 Aug 2021 10:32:04 +0000

User Security Role

For approving the transactions, make sure you have the complete rights of the desired section such as the admin role or manager role,the assistant role is not eligible to approve the transactions directly, but it have only forward the transactions to his immediate manager for approval. Roles implementation can be viewed under the user’s list at the setup menu.

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Master group and Subgroup

Zeeshan Riaz — Fri, 27 Aug 2021 11:27:54 +0000

Master-group and Sub-group

Add Master group and Sub group

Once you enable the groups and add a list for them, you can select them on a transaction pages as well that will help you in reporting also
Master groups and Sub groups feature is allowing you to customized the data or get filtered at reports also.
You can allow or disallow this feature under settings.

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Customer Settlement

Zeeshan Riaz — Thu, 26 Aug 2021 12:15:46 +0000

Customer Settlement

Overview

Record the Allocation of receivables against received payment of your customers.

Receivables:

The customer payments or credit notes you have to collect against any customer.

Received:

The invoices, refunds, or credit note required to receive from your customers.

Create Customer settlement

In the Sales menu, select Customer settlement.
Click “+Add Customer Settlement” to add settlements.
Complete the settlement form.
Click “Save and Continue Edit” to save the settlement as a draft, or click “Save and Approve” to approve or click “Save and Pending” to mark the settlement as pending and enter a new settlement or click “Save and New” to record a new settlement and save the previous one or click “Save and Close” to close the settlement and save the settlement in draft status.

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