Posts Tagged ‘Creditor’

Tip: blocking outstanding items immediately

Written by Marcel Thijssen on . Posted in Exact Globe

While entering purchase and/or sales entries, outstanding items are created. These outstanding items can be paid or collected. In order to prevent an incorrect outstanding item being paid or collected, you can make sure the outstanding items receive the status ‘Blocked’ immediately after creating them. You will then be able to rate the items first and then unblock them.

Tip: linking a note to an entry

Written by Matthijs van Soest on . Posted in Exact Globe

It could be useful to link additional information about a purchase or sales entry as a note to the entry. For instance, you could think of appointments made with suppliers or buyers regarding delivery or receipt. Your colleague could then immediately see there is a note attached to the entry and could view this.

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