Billing to Debt Management (Desktop App)

Notes can be created to be used on the Estimates as a quick setup on when an Estimate is created. 

• The contents of this User Manual will consist of the following information:
• Search 
• Add New 
• Delete

• Sign in to the GoodX Desktop using your GoodX username and password.
• From the Navigator Double Click on the MedDebs Module. 

• The main MedsDebs screen will open.

• From the Menu Bar click on Lists.

• From the submenu, Click on Estimate Lists. 
• A second submenu will open, Click on Estimate Notes .

• The Administrative Notes screen will open, this will display a list of the Estimate Shortnotes that have already been created.

Search

• Search by typing a search in the Keyword/Code search field. 

• Click on Find (F5/Enter) after the search has been typed in, to find the intended shortnote.

• The list will filter and only display the items as a result of the search. 

Add New 

• Click on the + button to add a new description to the list. 

• Type a Short note in the text field, marked with an * asterisk. 

• Type descriptions in the English Description and Afrikaans Description fields.

• The English and Afrikaans descriptions work in conjunction with the language preference that was set up in: Create New Normal Debtors.
• When documents are sent or printed, the system will use the language preference that has been selected. 
  
  
  

• Click on the Red Cross button to remove the item without saving it. 

• Click on the Green Check button when satisfied with the shortnote that has been created, to save it.

Delete 

• Select a Shortnote by clicking on the correct shortnote, that should be deleted.

• Click on the - button to delete an entry from the list. 

• A Confirm pop-up will appear to ask whether the record should be deleted.
• Click on Ok to confirm that the record should be deleted. 
• Click on Cancel to cancel the request. 

• The shortnote will be deleted from the list.

• Click on Exit on the Administrative notes screen to close the screen and return to the Main MedDebs screen.