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This can be written either in an account form or a report form. 1. Income Statement 2. Balance sheet 3. Journal Entry 4. Trial Balance

Account Management
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Question added by Sharath Kumar Maddala , Accounting Manager , Pluto Travels LLC
Date Posted: 2015/02/23
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Ahmed Ibrahim
by Ahmed Ibrahim , Sr. After Sales Engineer , AERZEN North Africa L.L.C

Hello,

I, personally, prefer using the "Account Form" for all entries regarding a certain account that you're assigned to.

"Report Form", in my opinion, is the output form you usually use to report statistics/progress of a certain account, to your superiors. 

 

All above fields, that you have mentioned (1-4), can be easily tailored into an "Account Form" on your database/CRM.

 

Hope above helps.

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