5 Tips for the Accounts Receivable Clerk: Enter payments like a champ
Автор: Dynamics 365 Unboxed
Загружено: 2021-08-10
Просмотров: 729
Описание:
In this video, I share five quick tips that any Accounts Receivable clerk in Dynamics 365 Finance can use to make entering customer payments easier. This includes searching for your customer, setting up your tab sequence, optimizing the columns in your grid, settling transactions with just a click of your spacebar, and saving payments to the journal without touching your mouse.
Table of Contents:
00:00 - Introduction
00:37 - Tip 1
00:52 - Create a payment
01:44 - Enter customer payments
02:06 - Searching the long way
02:24 - Searching the simple way
02:53 - Tabbing about the page
03:25 - Tip 2
03:54 - Skip a field with right-click
04:35 - Skip using the Personalization toolbar
05:32 - Skipping buttons
06:13 - The final tab sequence
06:52 - Tip 3
07:04 - Hide unwanted columns
07:44 - Adding columns to the grid
09:01 - Moving columns in the grid
09:53 - Tip 4
10:17 - Settle transactions like a champ
10:48 - Partially settle a payment
11:10 - Tip 5
11:16 - Save in journal mouse-free
11:49 - Outro
Повторяем попытку...
Доступные форматы для скачивания:
Скачать видео
-
Информация по загрузке:
