Other Information

Overview

Surf Accounts provides facility to give other information for the business. As per the business requirement, you may have to add some information for the business. The other information will be displayed in the “Contact” browse. The objective of the “Other Information” is to customise the business. While setting up the business you can add additional information relevant to the business.

To access Other Information choose Settings» Contacts» Other Information. The following screen will appear. 

 

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If you wish you can “ADD”,” Edit” or “Delete” the other information. To customise the Other Information choose Settings» Business Settings» Other Information. 

 

Add Other Information: To Add Additional Invoice Information on the Invoice choose the “ADD” option.

 

»Caption: Enter the caption which you wish to display on the Invoice.

 

»Field Type: Choose the field type from the drop-down. It can be a Text, Numeric, Memo, Date and Yes/ No depending on the caption being used.

 

»Field Size: This will dictate the field size.  This will be activated if the Field Type is Text and Numeric only.

 

»Decimal Places: This will dictate the no of decimal and maximum number decimal can be up to 9. This field is activated if the field is numeric.

 

»Print on Invoices:  This will dictate that whether the information will be printed on the Invoices. To print, the information on the invoices select the check box.

 

Applicable to:

 

Customer: Select the check box if you wish to display the information for the existing customer or business.

 

Prospect: Select the check box if you wish to display the information for the prospective business.

 

Contacts: Select the check box if you wish to display the information for the contacts.

 

Suppliers: Select the check box if you wish to display the information for the supplier.

 

Print on Statements: Select the check box if you wish to print the information on the Statement.  

 

Edit Other Information:

 

To edit the Other Information on the Invoice choose the “Edit” option. If you wish to edit the Other Information choose Settings» Business Settings » Other Information »Edit.

 

Before editing the information you must need to select the caption you want to edit. A Pop Up will appear on the screen confirming that Other Information is in use and it will allow the user only to edit limited information in the field. 

 

Caption: You can edit the Caption.

 

Field Type: This drop down cannot be modified.

 

Field Size: Field size can only be increased if the “Caption” column is being selected as Text only.

 

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The “Other Information” will be displayed in the “Contact” browse

 

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