AvSight Financial

Creating Account Terms

This article covers the basics of creating account terms

Prerequisites None

Topic Level  Easy

AvSight come with a set of default accounts terms included, but provides the ability to create additional terms as needed.  To access the Account Terms screen, select the Administration tab, then Financial Admin and Account Terms Master.

Creating a new Account Term

The Account Terms screen displays a list of existing terms.  Terms can be edited by clicking on the name of the rems and the pencil icon found next to each field.  To create a new term, Click New from the page level menu to open the New Account Terms dialog box.

Account Terms Name is the text that appears in the search field when adding terms to an account or transaction. It should be succinct and descriptive.

Enforce Credit Limit? Will place a hold on a transaction if the Account's credit limit would be exceeded by the transaction.

# of Days is the number of days an Account has to pay the invoice for a transaction.

Click Save when finished.