Accounts Receivable > Modify >

Item Information

 

         

 

 

Overview

Modify Item Information allows you to set up and edit items. Items must be entered before processing invoices. The program uses this information when entering invoices and computing late fees. Keep in mind that items can be as diverse or condensed as needed (e.g., Tuition or Preschool Tuition, Elementary Tuition, Sr. High Tuition).

 

This Help page contains the following sections:

Filters

Item Information Grid

 

 

Filters

There are a few options available in the Filters area:

 

Item

Description

Revenue Centers: Select which (or all) revenue centers from which you wish to view items.

Status: Select to Show All, Active, or Inactive items.

 

Click the Search button to display results or the Clear Filters link to reset all filters.

 

 

Item Information Grid

The grid displays items that match your selection with the following columns:

 

Item

Description

Revenue Center: The revenue center to which the item is assigned.

Account #: The income account on the item.

Unit Price

Active: A green check in this column indicates that the item is active.

Setup: Hover over the Information  icon to display user and time information for when the item was set up and last updated.

 

Double-click on an item or click the Edit  icon to edit an item in the grid. You can also click the Add New Item link to add a new item (More Information). Click the Delete  icon by any item in the grid to be prompted to remove it. You can only delete unused items.

 

Compiled on 5/22/2018 4:57:53 PM