• CLM6 Mimic

    • Administration - Accounts

    Owned by Rachael McMullen
    Last updated: Sept 25, 2023
    1 min read

    The Accounts module allows you to see all the accounts that have been setup in the 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 (POS Account)

    • 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

     


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