FAQ: “I found it very easy to add ‘new accounts’ – but I’m still looking for the section to input the numbers.”
FAQ is a regular blog feature that answers frequently asked question and makes them available as a growing list of tagged blogs.
In this question, the user indicated that they were able to add an account – let’s call it “ABC” as an account, but that account paid $6,000 and they weren’t sure where to add it.
Well, first I hope you did not add “ABC” as an account. ABC would in fact be a customer, so you would add them on your Contacts tab. Then, after the contact is added, go into your entries tab, select Incoming entries and enter the pertinent data for the $6,000.00 transaction!
Posted in: *F.A.Q's*
Jessica Routier
Jessica wants to talk to you! She is who coordinates the contests, travels to all the conferences, and interfaces on a fun level with customers on a daily basis in order to bring our users together as a community.
Jessica has a B.Admin and an MBA. Her background in business, along with a diverse skill-set (including a diploma in Medical Transportation, retail experience, and experience as a paralegal) make her a valued, highly flexible team member.
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