It is in the titles screen where we can carry out transactions and creation of titles, redistribution, blockages, and other financial functions.
In the left tab we can apply filters to search for titles by person.
Below is the chart of securities payable and receivable.
Include a payable title
To add a new title:
1. Click add and after in to pay
.
2. On the open screen fill in the requested fields and then click Save.
Include a receivable title
To add a new title:
1. Click add and after receiving it
.
2. On the open screen fill in the requested fields and then click Save.
Edit a title
When we edit a title, the details are displayed, and we can write it down, add or discount any amount, extend the title or even cancel it.
1. To edit a title, click the icon .
2. Make the necessary changes and then click Save.
Batch edit title
To edit titles in batch:
1. Click on title and select one of the options.
2. On the open screen, select the titles that will receive the previously selected action.
3. Click the button to perform the action.