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Account Card

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Using the Account Card, you can create a report for an account card.

The report can be accessed via the menu Financials | Reports | Account Card.

Here is a description of the form:

HINT

This account card form has been used since 1 January 2009. 

The account card is basically composed of three visible tabs and one hidden:

1. Settings – Used to set the parameters that you want to display on the account card report.

2. Grid View – Gives a detailed overview of each document and enables you to open the document by clicking on it.

3. Custom Fields - Subjects – An additional option for  defining additional settings for the account card report.

4. Account Card - old – The old form of the account card, which is in use for reports before 1 January 2009 and is hidden by default. You can display it by changing the settings in Settings | Program | Administration Panel | Settings |  Financials | General.

 

 

 

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