Difference between revisions of "Batches Management"

Revision as of 08:38, 31 March 2022

BatchMgnt ccexpress.png
Navigation
To access Batch Management, select Invoices > Batches/Search
Overview
Using Customer Maintenance to view the customer information as received in SOTG from the parent accounting system. This information is not editable when connected to a parent accounting system. There are four SOTG fields that can be added or edited for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:

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 | class="navigationTitles" colspan="4" | Navigation
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-| colspan="4" style="width: 265px;" | To access Customer Maintenance, select Search > Customer > Use the search to find the customer to access > Select the row for the customer to access > Click Edit.
+| colspan="4" style="width: 265px;" | To access Batch Management, select Invoices > Batches/Search&nbsp;
 |-
 | class="navigationTitles" colspan="4" | Overview