Balance Display and Line Item Display
Why would you want to look at account data? If you only need to see how much
is owed then balance display is enough and it is simple. If you know that you
need to search for things in the items within an account then you can display
the line items. Now there can be a lot of data in the account so to control what
you want to see and the presentation format you can define Variants and
save them like personal formats. Once the items are displayed you can drill
down to see the underlying data all the way down to the originating document
by simply double clicking on the questioned data element. This is one of the
most powerful tools for maintaining financial records. You can print the
document or export the data to EXCEL for further analysis. You can use work
lists to work with groups of accounts.
Account Analysis
Salesperson and other company employees need current information about
customers. Predefined account analysis can be selected from the menu to show
balances, detail on open items, credit limits and payment history.
