Account options – Rice Lake TransAct 5.0 - Installation & Operation Manual User Manual

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Account Options 

Groups Screen 

The Account Options dialog is used to configure the Account Table screens. You may
need to generate invoices and statements for groups of accounts at different time intervals
(daily, weekly, monthly, etc.) or with different run parameters (finance charges, statement
format, etc.). This can be accomplished by assigning an account to an invoice and
statement group. You can then pick the desired group and only those accounts belonging
to that group will have invoices or statements generated. This screen allows you enter
names for up to 20 invoice and statement groups.

How to Get Here

Admin-->Account-->Options Button-->Groups Radio Button

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