You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 4 Next »

Definition: What is it?

A financial account is a tool (similar to bank account statement) that is used for monitoring monetary transactions. Normally they will be linked to a party and the various transactions details (eg payments or receipts) will be shown as an entries.

What is it used for?

These include:

  • Managing and Tracking Customer Prepaid Accounts
  • Managing and Tracking Customer Credit Limit (NOTE: Need to verify this)
  • Managing Electronic Gift Certificates / Gift Vouchers/ Gift Card
  • Reload of Electronic  Gift Card
  • Company Bank Account Transaction Tracking ???????

NOTE: Need to investigate use of financial account to track company bank account so can mirror bank statement on screen with Financial account.

What's on the screen?

TO DO

  • No labels