Accounts Receivable Comments Dialog Box

Use the Accounts Receivable Comments dialog box to review, edit, add, or delete AR comments for the current project's billing client.

You can enter AR comments in either Vision or iAccess. When you save and refresh the data, the other application will automatically update. Sharing the comments between the two applications ensures that you have all of the information that is related to the invoice in one location.

When you open the Accounts Receivable Comments dialog box, it displays the existing comments for the client that you have access to. Your ability to view, add, edit, and delete AR comments is based on your role's access rights, which are assigned on the Accounting tab of the Roles form in Vision (Configuration > Security > Roles):

• Accounts Receivable Comment Review Access: Full access allows your role to see all comments, By User access allows you to only see your own comments, and None prevents access to comments.
• Accounts Receivable Comment Update Access: Full access allows your role to add, edit, or delete comments; By User access allows you to add new comments as well as edit or delete comments where you were the last one to update the comment; and None prevents update access to comments.

Location

To display the Accounts Receivable Comments dialog box, complete the following steps:

1. In the Project Management workspace, select the project for which you want to view invoice comments.
2. Click the Invoices tab.
3. Click on or hover over any grid row, and click at the end of the row.

Contents

Field	Description
Billing client	The invoice's billing client displays next to the dialog box title.
PROJECT	For a new or existing accounts receivable comment, select an active or inactive project that is associated with the client. Type one or more characters from the project name or number to select from a list of projects that contain those characters. Click to select from the full list of the client's active and inactive projects.
NAME	This column displays the project name.
INVOICE	Select the invoice that you want to associate with the comment. The invoice must be an invoice for the project in PROJECT. Type one or more characters from the invoice number to select from a list of invoices that contain those characters. Click to select from the full list of the project's invoices.
CREDIT MEMO	If a credit memo for the project or invoice is related to the comment, select it in this column. Type one or more characters from the credit memo reference number to select from a list of credit memos that contain those characters. Click to select from the full list of credit memos for the project or invoice.
DATE	This column displays the date and time the comment was entered or most recently updated.
NAME	This column displays the name of the person who most recently updated the comment.
COMMENT	This column displays the first few words of the comment. Click the comment row to display the complete comment in COMMENT ENTRY.
	To create a new comment by copying an existing comment row, hover over or click the row for the existing comment, click at the end of the row, and click Copy. To delete a comment, hover over or click the row for the comment you want to delete, click at the end of the row, and click Delete.
+ Add Comment	Click + Add Comment below the grid to add a new comment for the client. If your Vision security role does not have update access to AR comments, this button is not available.
COMMENT ENTRY	To view an existing comment, select the comment row to display the full comment in this field. If you have update access to AR comments, you can edit an existing comment in this field or enter the text for a new comment.
Save, Cancel, Close	If you add, change, or delete a comment, click Save to save your entries and close the dialog box. Click Cancel to discard any unsaved entries and close the dialog box. If your Vision security role does not have update access to AR comments, Save and Cancel are not available. Click Close to close the dialog box.