---
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title: Page 9030 "Account Manager Activities"
summary: Page 9030 "Account Manager Activities" in Base Application (Microsoft.Finance.RoleCenters). Present since at least BC23, still in BC30.
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object_type: page
object_id: 9030
name: Account Manager Activities
caption: Activities
namespace: Microsoft.Finance.RoleCenters
app: Base Application
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first_version: "23"
last_version: "30"
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---

# Page 9030 "Account Manager Activities"

> Page 9030 "Account Manager Activities" in Base Application (Microsoft.Finance.RoleCenters). Present since at least BC23, still in BC30.

Base Application · Microsoft.Finance.RoleCenters · captioned "Activities" · BC23-30 · [source at ea08af5e](https://github.com/microsoft/BCApps/blob/ea08af5ef2d6a9b5c5af4a029288abbe2c883220/src/Layers/W1/BaseApp/Finance/RoleCenters/AccountManagerActivities.Page.al) · facts from BC29

## Properties

| Property | Value |
|---|---|
| Caption | Activities |
| SourceTable | Finance Cue |
| PageType | CardPart |

## Fields on this page

Layout controls in source order, grouped by the container they sit in. Shows: the table field a control is bound to (or its expression as written); ToolTip: the control's own, else the bound field's (marked).

| Group | Control | Shows | ToolTip |
|---|---|---|---|
| Payments | Overdue Sales Documents | [Overdue Sales Documents](../table/9054.md#fields) | Specifies the number of invoices where the customer is late with payment. |
|  | Purchase Documents Due Today | [Purchase Documents Due Today](../table/9054.md#fields) | Specifies the number of purchase invoices where you are late with payment. <small>from the table field</small> |
| Document Approvals | POs Pending Approval | [POs Pending Approval](../table/9054.md#fields) | Specifies the number of purchase orders that are pending approval. <small>from the table field</small> |
|  | SOs Pending Approval | [SOs Pending Approval](../table/9054.md#fields) | Specifies the number of sales orders that are pending approval. <small>from the table field</small> |
| Cash Management | Payment Reconciliation Journals | [Non-Applied Payments](../table/9054.md#fields) | Specifies a window to reconcile unpaid documents automatically with their related bank transactions by importing a bank statement feed or file. In the payment reconciliation journal, incoming or outgoing payments on your bank are automatically, or semi-automatically, applied to their related open cu... <small>from the table field</small> |
| Incoming Documents | New Incoming Documents | [New Incoming Documents](../table/9054.md#fields) | Specifies the number of new incoming documents in the company. The documents are filtered by today's date. <small>from the table field</small> |
|  | Approved Incoming Documents | [Approved Incoming Documents](../table/9054.md#fields) | Specifies the number of approved incoming documents in the company. The documents are filtered by today's date. <small>from the table field</small> |
|  | OCR Completed | [OCR Completed](../table/9054.md#fields) | Specifies that incoming document records that have been created by the OCR service. <small>from the table field</small> |

## Actions

| Group | Action | ToolTip | Runs |
|---|---|---|---|
| Payments | Edit Cash Receipt Journal | Register received payments in a cash receipt journal that may already contain journal lines. | [Page 255 "Cash Receipt Journal"](../page/255.md) |
|  | New Sales Credit Memo | Process a return or refund by creating a new sales credit memo. | [Page 44 "Sales Credit Memo"](../page/44.md) |
|  | Edit Payment Journal | Pay your vendors by filling the payment journal automatically according to payments due, and potentially export all payment to your bank for automatic processing. | [Page 256 "Payment Journal"](../page/256.md) |
|  | New Purchase Credit Memo | Specifies a new purchase credit memo so you can manage returned items to a vendor. | [Page 52 "Purchase Credit Memo"](../page/52.md) |
| Document Approvals | Create Reminders... | — | [Report 188 "Create Reminders"](../report/188.md) |
|  | Create Finance Charge Memos... | — | [Report 191 "Create Finance Charge Memos"](../report/191.md) |
| Cash Management | New Payment Reconciliation Journal | Reconcile unpaid documents automatically with their related bank transactions by importing bank a bank statement feed or file. |  |
| Incoming Documents | Receive from OCR Service | Process new incoming electronic documents that have been created by the OCR service and that you can convert to, for example, purchase invoices. | [Codeunit 881 "OCR - Receive from Service"](../codeunit/881.md) |

## Triggers

OnOpenPage

## Relations

- source table [Table 9054 "Finance Cue"](../table/9054.md)

## Extended by

- [Page extension 1705 "AccountManagerActivitiesExt"](../pageextension/1705.md)

## Calls

From the extracted call graph of BC29 (graphify-al on the snapshot checkout): calls whose target is known from a declared type or an `Object::"Name"` argument. Interface dispatch and calls through events are not counted, so the list is not complete.

- [Codeunit 1294 "OCR Service Mgt."](../codeunit/1294.md) (1 call: `OnOpenPage → OcrServiceIsEnable`)

## Across versions

- Present in: BC23-30
- Changed (declaration) in: none

## Countries that replace it

[CA](../../localizations/ca.md), [MX](../../localizations/mx.md), [US](../../localizations/us.md)

## Documented on Microsoft Learn

- [Multilanguage and localization](https://learn.microsoft.com/dynamics365/business-central/about-locale-language)
- [Create new companies using an assisted setup guide](https://learn.microsoft.com/dynamics365/business-central/about-new-company)
- [Business functionality supported by Business Central](https://learn.microsoft.com/dynamics365/business-central/across-business-functionality)
- [Visit our video library](https://learn.microsoft.com/dynamics365/business-central/across-videos)
- [Assistive features](https://learn.microsoft.com/dynamics365/business-central/ui-accessibility)
- [Change basic settings for the current user](https://learn.microsoft.com/dynamics365/business-central/ui-change-basic-settings)
- [Enter data in Business Central](https://learn.microsoft.com/dynamics365/business-central/ui-enter-data)
- [Entering dates and times in Business Central](https://learn.microsoft.com/dynamics365/business-central/ui-enter-date-ranges)
- [Switching to Another Company or Environment](https://learn.microsoft.com/dynamics365/business-central/ui-organization-switch)
- [Personalize your workspace](https://learn.microsoft.com/dynamics365/business-central/ui-personalization-user)
- [Finding Pages and Information with Tell Me](https://learn.microsoft.com/dynamics365/business-central/ui-search)
- [Working with Business Central](https://learn.microsoft.com/dynamics365/business-central/ui-work-product)

Source: AL metadata extracted from the code (names, ids, signatures, properties); no code bodies (D10).

## Ask your agent

Procedure bodies are not stored here (D10). The call sections above are our own, per object, from the BC29 call graph. For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: `bcatlas_resolve_node(object_type: "page", object_name: "Account Manager Activities")`, then `bcatlas_get_procedure_body` or `bcatlas_get_neighbors` on the returned id.