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Client Info Linked Accounts Tab - WebTMA 7

client_info_linked_accounts.png

Path: Admin > Client Info / Linked Accounts Tab

The Linked Accounts Tab is available in WebTMA Plus only. Linked Accounts can be used to track expenditures and collections for specific linked accounts on a global basis (Admin > Client Info), on a Repair Center basis (Organization > Repair Center), or both. If both are established, WebTMA looks first to the Repair Center and then to Client Info. If no account is available on the Repair Center or the transaction is not linked to the Repair Center, costs roll up to the Client Info / Linked Accounts window. During Receivings, costs roll up to the accounts established in the fields on this window.

Linked Account Details

 

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