The Company pane has several company fields listed in the Companies module and these may be customized to fit your specific needs. View the video below to learn how to do this.
Video on how to customize fields in AccountingSuite™
Customer / Vendor Central Customer / Vendor Central is your one-stop shop for everything you need when completing business related tasks. Our Customer / Vendor Central brings together the relationship you have with customers and vendors in one easily ...
Creating Customer / Vendor Follow the instructions below to create a new Customer / Vendor : Navigate to Companies from the Quick Menu. Click Create. Enter Company Name. Check Customer and/or Vendor. (at least one is required) Click on ...
Companies Overview Companies (formally Customer / Vendor Central) is the place for everything you need when working with Customers and Vendors. Our Companies module brings together the relationship you have with customers and vendors in one easily ...
Custom Fields Overview Users may create any number of Custom Fields that can be used in various areas of the software including the following objects: Company (custom fields may be restricted to Customers only, Vendors only, Employees only or all ...
Generating a Customer Statement Send users a statement that shows all activity for any given period of time. Generate one statement or one for each customer. Email right from the statement screen. To generate Customer Statements: Navigate to Sales ...