Home → Records → General page → Accounting section
6.1. Accounting section
The "Accounting" section allows you to store information relating to the accounts of a record.
If a record is flagged as "Stop Credit" a notification will be displayed within the record to all users accessing the record.
To add additional alert info which will display in a popup window, add text to the "Invoicing Notes" field.
Please note: the "Accounts Ref" field is used as part of Accounting Integration and should be amended with care.
Make sure to use the help (?) tool tips for more information about a field.
We recommend restricting access to the Accounting section.
To view a video on the "Accounting" section click here.
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