Home » Categories » Solutions by Business Process » Finance » Sales and Purchase Ledgers

Credit Control Manager Apply Colour Highlighting Rules Sales Ledger

Diamond and Premier 2016 onwards only

This facility allows the facility to apply colour highlighting rules to the Credit Control Manager.  You could apply colour highlights to accounts for which the next action date is overdue, for accounts where there are transactions over a set number of days overdue and so on.

 

Installation

Application User Facilities

To update Installer users can right-click on the menu option for Credit Control Manager within the Explorer Menu pane and select the ‘Configure Option’ facility and move to screen 5 of the parameters. Alternatively you can select Installationfrom the main menu followed by Application Manager and then Application User Facilities.  Select the Sales Ledger application before selecting Sales Transactions and move to screen 5 of the parameters.

 

Up to five colour highlighting rules can be applied.  To update select the ‘Amend’ input for an entry and the colour options will be displayed – select the required colour and then enter the selection criteria for the account that is required to apply that colour.

Highlight rules are applied on the basis of the first matching entry – you should apply the most important highlights first.  For example, if you highlight entries based on which ‘statement dates’ are recorded then you should set the highest statement flag as the first colour.  Similarly, if the most important criteria is the ‘next action date’ is today / overdue then set this as the first colour rule.



Custom Fields
  • Release ID: 6.9
Attachments Attachments
There are no attachments for this article.
Related Articles RSS Feed
Ledger Control Summary
Viewed 1514 times since Mon, Jul 2, 2012
VAT Adjustments - VAT on Imported Goods
Viewed 3758 times since Fri, Oct 12, 2018
Account Listing
Viewed 2261 times since Mon, Jul 2, 2012
Default ‘Eligible Accounts’ on Statements
Viewed 1551 times since Wed, Jun 13, 2012
Trans Currency - Database Profiles
Viewed 1648 times since Mon, Jul 2, 2012
Validate Invoice Entry against Job Budgets (P/L only)
Viewed 1933 times since Wed, Jun 13, 2012
Update Saved Aged Analysis on Payment Entry (S/L only)
Viewed 1822 times since Wed, Jun 13, 2012
Include Notes on Unallocated Transaction Reports
Viewed 1753 times since Fri, Jun 8, 2012
Account Authority Levels
Viewed 2549 times since Tue, Jun 12, 2012
Second Stock Group Matrix Entries
Viewed 1857 times since Fri, May 27, 2016