Introduction

Memos are added in the Item Editor and can be added to most Items, but predominately used on Accounts. Accounts Memos can be set to pop up when in the Bill Entry Activities. 

If this is set, the Account will show in turquoise in the Data Selector:

Note:  If there is an outstanding Query AND a Memo set to pop up, the Account will show in Yellow  (the colour for an open Query)

Adding a Memo

Memos can be added in various ways:

From Estate Management

• Highlight the Account in the Accounts Tab
• Click on the Memos icon 

• Click on the green +
  • This adds the date to the first column
  • Add your Memo in the main part of the Editor
  • Click OK

From Bill Entry

• From the Supply Overview, click on the Add Memo Icon in the Memos section

This will open Sigma and the Memo Tab in the  Account Editor

• Click on the green +
  • This adds the date to the first column
  • Add your Memo in the main part of the Editor
  • Click OK

From Bill Entry Original / Bill View

Use the Data Selector:

• Right click on the Account
• Click on the Memo Tab
• Click on the green +
  • This adds the date to the first column
  • Add your Memo in the main part of the Editor
  • Click OK

From any Data Selector

• Right click on the Account
• Click on the Memo Tab
• Click on the green +
  • This adds the date to the first column
  • Add your Memo in the main part of the Editor
  • Click OK

Turning on highlighting / popup action

If you want the Account number to show in turquoise (to indicate there is a memo on the Account) and for it to pop up when viewing Accounts in the Billing Activities, set the Account as follows:

• Right click on the Account
  • Tick Action Memo Pop-up

The Account is now highlighted in turquoise in the Data Selector and Estate Management

Bill Entry Activities Popup Action

If the Memo is set to pop up, the Memo will show automatically when you are in the Bill Entry Activities:

From Bill Entry

• Click on Enter New Bill and the current Memo pops up
• Click on the dropdown to view previous Memos

• Click Understood to continue to add a new Bill

From Bill Entry Original / Bill View

• Click on the Account Number in the Data Selector and the current Memo pops up

• Click on the Dates to see the previous Memos
• Click OK to continue to view the Bills

Additional Additional Memos

Additional Memos can be added at anytime:

• Click on the Memo Tab in the Account Editor
• Click on the green +
• This enters todays date
  • Enter your new Memo
  • Click OK

Viewing Current/Previous Memos

All Memos added to an Account are stored, but the Editor initially shows the most recent one.  To view previous Memos:

From Activities in Sigma:

• Click on the Memo Tab in the Account Editor
• The most current Memo date is highlighted and the Memo shows
• Click on any previous dates to show previous Memos

From Bill Entry

• From the Supply Overview, view the Memos section and the current Memo will show:

• Click on the dropdown to view any previous Memos

Reporting on Account Memos

There is a report that can be run to show you all of the Memos on Accounts in Sigma:

• Open the Reporting Activity
• Highlight all the Accounts, or selected specific Accounts
• From the Reports list (on the right hand side) and click on Action Memo Report
  • Include All Memos:  Tick
  • Click Include All Commodities  OR
  • Select the one Commodity you want to view
• Click Run Report

Optional Exercises to consolidate learning

If you would like to test your understanding of the above, please use the following exercises to consolidate your learning.