AP Credit Details

Created by Travis Lander, Modified on Thu, 18 Feb, 2021 at 9:51 AM by Travis Lander

Description

Manage and view full detail of a single AP Credit by clicking into the AP Credit number from any screen.

 

Tabs

The tabs include Details, Transactions, Payments, and Audit Log.

 

Details

This tab has the full detail of the AP Credit. Additional fields to the Add/Edit screen are: 

  • Status - Current status of the AP Credit
  • Amount Due - Amount left to be paid on the AP Credit
  • AP Credit number - Unique identifier for the AP Credit

AP Credit Detail Actions:


Approve - - Click to approve the AP Credit. This does the following:

  • Set the AP Credit to status 'approved'
  • Posts AP Credit's associated journal entries

Edit - Update AP Credit's fields

Void - - Void AP Credit. This does the following:

  • Sets the AP Credit to status 'voided'
  • Posts a journal entry reversing the issued entry.

Delete - Delete this AP Credit

Create Template AP Credit - Open up a new AP Credit modal with the details of the current AP Credit

 

Payments

This view shows all payments made related to this AP Credit:

 


  • Void a payment against the AP Credit.
  • Print a check made to pay the AP Credit.

Transactions

This view shows all of the journal entries related to this AP Credit:

 


Audit Log

This view shows all actions related to the AP Credit:

 


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