The Account tab provides access to a grid listing case invoices, payments, adjustments and refunds.
Information is divided into three sections:
- The first section offers grid functions for creation and management of accounting transactions for the case and lists all invoices, payments, adjustments and refunds for this case.
- The second section shows the details of the selected transaction.
- The third section shows either the costs associated with an invoice or the details of the other cases that a payment also applied to.
It is common to restrict access to your accounting information by using security permissions to prevent unauthorised employee access to the Account tab.