Finance Account Conversation Tab

The Finance Account Conversation tab enables you to have conversations about an account that you select on the Chart of Accounts submodule's List tab. You can use normal conversation features, such as dragging and dropping a file into the conversation.

Contents

Field Description
Conversation Heading The heading displays Start a new conversation if no conversation already exists for the selected account, followed by the number and name of the account. For an account that has an existing conversation, the heading displays a conversation title (if entered) and the account name and number.
Conversation Pane This pane is located below the Conversation Heading. It displays the comments, files, and other items that have been added to the conversation.