Hi all
Under Bookkeeping, A/R section; on the right there are two unused columns called ACTION and STATUS.
How do I use these? I would love to be able to flag the ones I am already working on, so that I may easily look at the new ones. But I see no place to input information into these columns.
I use the NOTES area in the pt's PM chart, but it would be great to see it just from the AR list.
Thanks!
