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Refer to the table below to help you use the Transactions Workbench and the corresponding Receivables documentation more effectively. An NA (not applicable) in the Window/ Alternative Region column indicates that the documentation for that topic is an overview or topical essay.
Topic | Section/Task | Window/Alternative Region |
---|---|---|
Accounting | Review Accounting Information Accounting for Transactions | Accounting window NA |
Adjustments | About Adjustments Enter Manual Adjustments Create Automatic Adjustments | NA Adjustments window Create AutoAdjustments window |
Addresses | Define Remit To Addresses | Remit To Addresses window |
AutoAccounting | Using AutoAccounting Define AutoAccounting | NA AutoAccounting window |
AutoInvoice | Import Transactions Using AutoInvoice Overview of AutoInvoice | Run AutoInvoice window NA |
Banks | Define Banks Define Bank Charges | Banks window Bank Charges window |
Batch | Batch Transactions Define Transaction Batch Sources | Transaction Batches or Transaction Batches Summary window Transaction Batch Sources window |
Chargeback | Enter Commitments Using Commitments | Chargebacks window NA |
Commitments | Enter Commitments Using Commitments | Transactions or Transactions Summary window |
Complete | Complete Transactions | Transactions or Transactions Summary window |
Consolidated Billing | Consolidated Billing Print Consolidated Billing Invoices | NA Consolidated Billing Invoices window |
Copy | Copy Invoices | Copy Transactions window |
Credit | Credit Transactions Create On-Account Credits | Credit Transactions window Applications window |
Finance Charges | Calculate Finance Charges Define Customer Profile Classes | Customer Profile Classes window Customer Profile Classes window |
Freight | Define Freight Carriers Enter Freight Information | Freight Carriers window Freight window |
Guarantee | Enter Commitments Using Commitments | Transactions or Transactions Summary window |
Import | Import Transactions Using the Transaction API Import Transactions Using AutoInvoice | NA (external feeder system) Run AutoInvoice window |
Installments | Enter Invoices with Installments | Transactions or Transactions Summary window |
Line | Enter Transaction Lines Credit Transaction Lines | Lines window (from Transactions window Lines window (from Credit Transactions window) |
Maintain | Maintain Transactions | Transactions or Transactions Summary window |
On-Account Credits | Create On-Account Credits | Applications window |
Payment Methods | Define Payment Methods | Payment Methods window |
Payment Terms | Define Payment Terms | Payment Terms window |
Print Transactions Understanding Your Printed Transactions | Print Transactions window NA | |
Rules | Enter Invoice with Rules Invoices with Rules | Transactions or Transactions Summary window NA |
Sales Credits | Entering Revenue Credits | Sales Credits window |
Tax | Enter or Review Tax Information Calculating Tax | Tax window NA |
Transactions | Enter Transactions Accounting for Transactions Import Transactions Using AutoInvoice Print Transactions | Transactions or Transactions Summary window Run AutoInvoice window Print Invoices window |
Types | Define Transaction Types | Transaction Types window |
Update Transaction | Maintain Transactions | Transactions or Transactions Summary window |
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