AR Fields

Modified on Tue, 12 Nov, 2024 at 11:48 AM

The AR Fields page is made up of the following sections. Select the section names below for more information:

AR Fields

Profile

Category

Bank

All fields on this page are applied to the fields found on the respective pages of an AR profile. Selecting a field here makes it a mandatory field - meaning that when creating or editing an AR, INSIGHT will stop you from progressing to the next page or saving your changes until you enter information in the field.

Profile

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Trading As
City
Suburb
Postcode
Address Line 1
Address Line 3
Job Title
Other Phone
Mobile
Email
Remittance Email Address

Addressee
Country
Address Type
State
Web Address
Address Line 2
Primary Contact Name
Main Phone
Fax
ABN

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Allows you to name the label, however, it doesn't become mandatory until you select the checkbox. The dropdown selection for each label is determined by the respective setting in Configuration.

Category 1 Label
Category 2 Label
Category 3 Label

Bank	Return to Top

All Bank Details