Add an accounting term

You can configure multiple terms that can be applied to different accounts.

This task explains how to add an accounting term.

  1. Select Credit control under Accounts Receivable on the Configuration and Tools page.
    The Accounting terms tab is displayed.
  2. Click Add.
    A blank Account Terms tab is displayed.
  3. Complete all fields on the Account Terms tab.
    For more information, see Account term properties.
  4. (Optional) Configure or edit the account terms tabs as required.
    For more information, see Tabs on the Account Terms page.
  5. Click Save.
    The Update dispositions page is displayed.
  6. Click one of the following:
    • Update dispositions to immediately update the dispositions of all accounts.
    • Leave them for the nightly run to update all account dispositions at the next nightly run.
    The Accounting terms tab is displayed.