The Actions menu lists the actions that can be performed on the viewed account. Using this menu, you perform actions such as updating account information, researching and creating payments, viewing accounts receivable, and setting up financial information such as taxation configuration.
| Action | Description |
|---|---|
| Account | Click to update an account's profile or status. See "Account Information". |
| Payments | Click to make a new payment or allocate existing payments. See "Payments". |
| Accounts Receivables | Click to perform currency adjustments, distribute existing adjustments, or write off an account. See "Accounts Receivable". |
| Organizational Hierarchy | Click to create or modify the relationship among accounts in the same company or organization. See "Account Hierarchies". |
| Financial Setup | Click to update payment methods, configure bill units, or set up taxation. See "Financial Setup". |
| Close | Click to return to the landing page. See "Returning to the Landing Page". |