Title here
Summary here
Cash Balances
Concept
Cash Balances supports the Invoicing module by keeping billing, customer, reporting, or setup records available in the ERP route structure.
Fields
| Field | Meaning |
|---|---|
| Customer / Party | Customer, supplier, or party affected by the record. |
| Reference | Unique transaction or setup reference. |
| Amount / Value | Monetary value where the page records financial activity. |
| Status | Current workflow state, such as pending, active, approved, posted, or closed. |
How To
- Open Invoicing -> Reporting -> Cash Balances.
- Use search or filters to find an existing record.
- Open a record to review details and related sub-records.
- Click New when a new record is required.
- Complete the required fields and save.
- Use workflow actions only where they are available on the page.
Screenshot: Invoicing Cash Balances list and detail view
Prev
Reporting