Module Toolbar

In the Accounting Module, the toolbar includes both standard actions (such as sending to a folder, adding to a user’s working folder, printing, managing categories, and removing from a folder) and a wide range of specialized actions. Some of these specialized actions are available only for specific types of module objects.

• As in other modules, the toolbar can be customized. To do this, right-click the toolbar and select

  Customize

  from the context menu.

The toolbar includes the following specialized actions:

	Create an Invoice
	Clone an Invoice
	Create a Payment
	Create a Bank Account (available only when inside the Bank Accounts folder)
	Generate a Freight Invoice (Cargo Module)
	Create a Credit Note
	Change outgoing invoice status from Draft to Unpaid (issued and ready for payment)
	Revert outgoing invoice status from Unpaid or Partly Paid back to Draft
	Send Invoice
	Parse Bank Statement
	Create a Reward (if access is granted)
	Create an Obligation
	Clone an Obligation

Additional actions are available in the More Actions submenu:

• Export to Excel: Exports table data (list object data) from modules or dynamic folders to XLS format.

• Split Freight Invoice: Splits a freight invoice by bills of lading.

• Ship-Client Balances: Displays balances by vessel and voyage.

• Client Balance Report: Generates a report on client account balances.

• Client Debt Report: Generates a week-by-week client debt report with a table and a summary chart.

• Banks: Displays a list of banks.

• Import Invoices: Imports invoices into the system.

• Own Company Balances: Shows balances of own companies.