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Sales and accounts receivable

This permission gives a user the ability to:

  • Enter sales (invoices, sales receipts).

  • Create estimates and generate invoices from estimates.

  • Apply reimbursable expenses to sales.

  • Do progress billing.

  • Receive and deposit customer payments.

  • Enter returns (credit memos).

  • Apply finance charges to late payments.

  • Access customer and job information in the Customer Center.

  • Maintain the Customer Type, Job Type, Customer Messages, Payment Method, and Ship Via lists.

  • Use the accounts receivable register and individual customer registers.

  • Customize the look of sales forms.

  • Print sales forms and mailing labels. To allow printing, you must select either Full Access or Create and print transactions under Selective Access.

  • Create accounts receivable, sales, and customer reports. To allow access to these reports, you must select either Full Access or Create transactions and Create Reports under Selective Access.

  • Enter statement charges and prepare statements. To allow this, you must select either Full Access or Create and print transactions under Selective Access.

  • See and print all associated sales and accounts receivable information in the Customer Center and Vendor Center.

Important: This permission does not provide the ability to change or delete previously-recorded transactions. You can assign permission to change and delete transactions when you come to the window titled "Changing or Deleting Transactions."

KB ID# H_PERMISSIONS_ACCOUNTS_RECEIVABLE
12/3/2016 11:44:33 AM
PPRDQSSWS403 9138 Pro 2017 82d23c