Accounts Manager

Owned by Patrick Ng (Unlicensed)
Last updated: Aug 14, 2023 by Rachael McMullen
1 min read

The Accounts Manager module allows you to see all the accounts that have been setup in the Asignet Platform and manage key fields linked to the accounts. For each account record, you can click on the spyglass and view:

Overview

  • Manage your account description, status, and cost allocation strategy

  • View the invoice download settings & payment methods settings

  • Define your Reference Information, like the Vendor Number, Remit ID, and Remit Address

Subaccounts

  • See the Subaccount records billing under the Account

  • Manage the GL Codes associated to each Subaccount when set to allocate at this level

Service ID

  • See the Service ID records billing under for the Account

  • Manage the GL Codes associated to each line when set to allocate at this level

Invoices

  • View a list of invoices received for the account

  • Download the invoice for the given month

How to view the account details,

  1. Go to the Expense Management module.

  2. Click on Operations.

  3. Select Accounts Manager.

  4. Click on the spyglass under the Edit column to view the account record details.

 


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