Customer accounts
About, Customers, Knowledge Base, Process, Setup
This article contains instruction and information on the following: How to create/add a customer account Exiting a customer account How to delete (inactivate) a customer account How to close (write off) an uncollectible account Exclude inactive (deleted) customer accounts How to restore a deleted customer account How to rename a customer account How to add […]
Employee Accounting Control
Knowledge Base, Policy, Process, Setup
The Employee Accounting Control feature is used to assign and control which employees have rights to change or set customer-specific accounting information (including credit limit). To set this control: In Paladin, from the main menu, select File > Setup. Select the Company tab. In the Customers pane, check Allow Customer Accounting Control Per Employee. Click […]