Removing Promises

You can remove all promises on accounts, or you can specify promises made prior to a certain date. You can also remove promises only from zero balance accounts.

To remove promises from accounts:

  1. From the Setup menu, select Remove Promises. The Remove Promises window is displayed.

  2. Select one of the following options:

  3. Remove all promises prior to

  4. Remove all promises from zero balance accounts

  5. Remove all promises

  6. If you select the Remove all promises prior to option, you must select a date.

  1. Click OK. The Removed Promises Report window is displayed.

  2. Select print options and click OK. The report is generated.

 

Related Topics

Using the Setup Menu

Setting Up Contract Types in the Zuelke Financial Module

Setting Up the Zuelke Monitor

Setting Up Paid In Full Adjustment Types

Setting Up Status

Installing Zuelke Letters