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Setup Customers Grid

Make the following menu selections to display this grid:

eFinancials—Setup—AR Setup—Customers

Use this grid to manage Customers. Customers must be set up if you want to process accounts receivable transactions; that is, bill and collect amounts owed to the management company from individuals or companies. Refer to Customers Overview for more information.

ClosedEffect of Permissions

Permissions must be set in the System module to access all Customer setup activities.

Permissions for Customers

System module—Security—Users—eFinancials—Setup—AR Setup—Customers

Customers setup has separate permissions for Add, Edit, and Delete. The View permission is granted with the top permission, Customers.

Fields Lists

ClosedGrid Fields

Note

You can click a column title to sort the grid.

Or, click the Filter button in a column to filter the grid by that column.

Add Customer button

Click the button to add a new Customer.

Customer ID

The customer identification. Click the ID link to view or edit Customer details.

Refer to the ad/edit instructions later in this topic.

Name

The name of the Customer.

NOTE that when you rest your cursor over the information icon , the contact name and phone number appear on the screen as a tooltip, if entered for the Customer.

Address

The Main Address associated with the Customer.

City *

The city associated with the customer's main address; for example, Tampa.

State *

The state associated with the customer's main address; for example, FL.

Zip Code

A numeric code for the zip code; for example, 33607 for Tampa, Florida.

Documents

One of the following icons appears in this column:

No documents are currently stored for the invoice. Click the icon to upload documents for the invoice.

At least one document is currently stored for the invoice. Rest your mouse pointer on the icon to see the number of documents stored. Click the icon to view, add, or delete documents.

For more information, refer to the Documents Tab instructions.

Delete

Use the Delete button to delete a Customer. Refer to the delete instructions later in this topic.

Field descriptions for the Customers tabs:

General Tab

Addresses Tab

History Tab

User Fields Tab

Procedures

ClosedTo Add a Customer

  1. Select Setup—AR Setup—Customers. The Customers page opens.
  2. Click Add Customer. The customer tabs appear.
  3. Use the General Tab and Address Tab field lists to complete the tabs.
  4. Click Save.

ClosedTo Edit a Customer

  1. Select Setup—AR Setup—Customers. The Customers page opens.
  2. Select the ID link for the Customer you want to edit. The Customer tabs appear.
  3. Use the General Tab, Address Tab, and History Tab field lists to edit the tabs.
  4. Click Save.

ClosedTo Delete a Customer

  1. Select Setup—AR Setup—Customers. The Customers page opens.
  2. Click the Delete icon for the Customer you want to delete. A confirmation message appears.
  3. Click Confirm Delete. The Customers setup page appears again.

ClosedTo View Customer History

Note that the History tab only appears after you add (and also save) a Customer, and then select the new Customer from the Customers grid.

  1. Select Setup—AR Setup—Customers. The Customers page opens.
  2. Select the ID link for the Customer you want to view history for. The Customer tabs appear.
  3. Click the History Tab to view the Customer history.

 

See Also

Grid Footer Pagination Controls

Setup Introduction

 

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