Accounting > A/R > A/R Setup > Manage A/R Type
Learn how to add custom Alert Text on Owner accounts based on A/R Type.
Alert Text produces a banner that is easily visible at the top of the Owner Account page and as such, helps users immediately identify important issues regarding the account such as, accounts in Legal status that should be referred to an attorney, accounts in Bankruptcy status that need special handling, as well as any other condition the User should be aware of.
Add Alert to Existing A/R Type
Step 1. Navigate to Accounting > A/R > A/R Setup > Manage A/R Type.
Step 2. Click the Pencil icon for the A/R Type you want to add Alert Text to.
Step 3. In the General window check the Enable Account Alert box and complete the Account Alert Text field.
Step 4. Click the Save button.
The Alert Text will now appear on all accounts set to this A/R Type.