Working with House Accounts

If you use a house accounts line of credit, you can specify house accounts data in the system.

To work with house accounts:

1. In the Manager's Daily Workflow, move to the Cash reconciliation step.
2. In the left menu of the Expenses form, click House Accounts.
3. From the Customer list, select the customer's name.
4. In the Invoice Number field, enter the invoice number.
5. In the Amount field, enter the amount and then click enter.
6. At the top of the form, click Save.

   

To add a new customer, in the left menu, select Show Customers List, scroll down to the bottom of the form and click New.