AR Comments Dialog Box

Use the AR Comments dialog box to review existing comments for outstanding invoices in the current project. Use the text box in the Comment Entry section to add new comments or edit existing comments.

Two settings on the Accounting Tab of Role Security, in Security Configuration, affect this dialog box:

• Accounts Receivable Comment Review Access — This option controls whether or not you can see invoice comments.
• Accounts Receivable Comment Update Access — This option controls whether you can edit your own comments, or those made by other users.

Location

To display the dialog box, complete the following steps:

1. From the Vision Navigation menu, click Accounting > Accounts Receivable > Invoice Review.
2. On the Aged Accounts Receivable grid of the Invoice Review form, click Comments.

You can also display this dialog box by clicking the Comments toolbar option on the Aged AR grid of the Accounts Receivable tab on the Project Review form.

Contents

Header

The client number and client name display in the unlabeled fields in the header of the dialog box.

Grid

Field	Description
Insert	Click this option to insert a row in the grid so that you can add a comment about the current invoice. You enter the text of the comment in the Comment field, in the Comment Entry section of the dialog box.
Copy	Click this option to copy the contents of the current row into the next row. You can then use the Comment Entry section of the dialog box to edit the comments.
Delete	Click this option to delete the comment listed in the current row.
Project	This field displays the number of the project. To select a different project, click and select a project from the lookup.
Invoice	This field displays the number of the invoice. You can select a different invoice from the drop-down for this field.
Credit Memo	This field displays a credit memo number if this row represents a credit memo that was created in Interactive Billing.
Date	This field displays the date and time at which the comment was created.
User Name	This field displays the username of the person who created the comment. The username is important because the security options that control who may view or update comments are based on usernames.
Comment	This field displays the existing comment for the entry. If you have the appropriate security access, you may edit an existing comment.

Footer

Field	Description
Comment Entry (text box)	Add new comments or edit existing comments in this box. Click Edit to use the Text Editor to enter information.