ctcLink Reference CenterResourcesNavigation Paths Employee/Faculty9.2 Frequently Used Accounts Receivable Navigation

9.2 Frequently Used Accounts Receivable Navigation

Purpose:  To provide a list of most often used navigation paths in Accounts Receivable.

Audience: Accounts Receivable staff

Frequently Used Accounts Receivable Navigation

Direct Journal Entry Payments

Accounts Receivable > Payments > Direct Journal Payments > Create Accounting Entries

Accounts Receivable > Payments > Direct Journal Payments > Modify Accounting Entries

 

Review Payments

Accounts Receivable > Payments > Review Payments > By Bank Account

Accounts Receivable > Payments > Review Payments > By Unit

Accounts Receivable > Payments > Review Payments > All Deposits

Accounts Receivable > Payments > Review Payments > Incomplete Deposits

Accounts Receivable > Payments > Review Payments > All Payments

Accounts Receivable > Payments > Review Payments > Incomplete Payments

Accounts Receivable > Payments > Review Payments > Payments Set to Post

Accounts Receivable > Payments > Review Payments > Deposit Accounting Entries

Accounts Receivable > Payments > Review Payments > Payment Status

 

Reports- Payments

Accounts Receivable > Payments > Reports > Accounting Entries

Accounts Receivable > Payments > Reports > Deposit Control

Accounts Receivable > Payments > Reports > Payment Detail

Accounts Receivable > Payments > Reports > Payment Predictor

Accounts Receivable > Payments > Reports > Payment Summary

 

Customer Information

Accounts Receivable > Customer Accounts > Customer Information > Account Overview

Accounts Receivable > Customer Accounts > Customer Information > Customer Activity

Accounts Receivable > Customer Accounts > Customer Information > Payments

Accounts Receivable > Customer Accounts > Customer Information > Payment History

Accounts Receivable > Customer Accounts > Customer Information > Outstanding Payments

Accounts Receivable > Customer Accounts > Customer Information > Customer History  

 

Customer Reports

Accounts Receivable > Customer Accounts > Customer Reports > Contacts by SetID

Accounts Receivable > Customer Accounts > Customer Reports > Contacts by Unit

Accounts Receivable > Customer Accounts > Customer Reports > Customers by SetID

Accounts Receivable > Customer Accounts > Customer Reports > Customers by Unit

 

Item Information

Accounts Receivable > Customer Accounts > Item Information > Item List

Accounts Receivable > Customer Accounts > Item Information > View/Update Item Details

Accounts Receivable > Customer Accounts > Item Information > Item Activity from a Group

Accounts Receivable > Customer Accounts > Item Information > Item Activity from a Payment

Accounts Receivable > Customer Accounts > Item Information > Item Activity Summary

 

Customer Interactions- Conversations, Statements, Dunning

Accounts Receivable > Customer Interactions > Conversations > View/Update Conversations

Accounts Receivable > Customer Interactions > Conversations > Update Contacts

Accounts Receivable > Customer Interactions > Conversations > Search by Keyword

Accounts Receivable > Customer Interactions > Statements > Create Customer Statements

Accounts Receivable > Customer Interactions > Statements > Print Statements

Accounts Receivable > Customer Interactions > Statements > Review Statements

Accounts Receivable > Customer Interactions > Statements > Review Last Statement

Accounts Receivable > Customer Interactions > Dunning Letters > Extract Dunning Letter Info

Accounts Receivable > Customer Interactions > Dunning Letters > Print Letter

Accounts Receivable > Customer Interactions > Dunning Letters > History of Letters

Accounts Receivable > Customer Interactions > Dunning Letters > Last Letter

Accounts Receivable > Customer Interactions > Dunning Letters > Preview Letter

Accounts Receivable > Customer Interactions > Dunning Letters > Delete Item on Letter

Accounts Receivable > Customer Interactions > Dunning Letters > Delete Letter

Accounts Receivable > Customer Interactions > Dunning Letters > Item Dunning Status

Accounts Receivable > Customer Interactions > Dunning Letters > Item Dunning History

 

Receivables Maintenance

Accounts Receivable > Receivables Maintenance > Maintenance Worksheet > Create Worksheet

Accounts Receivable > Receivables Maintenance > Maintenance Worksheet > Update Worksheet

Accounts Receivable > Receivables Maintenance > Maintenance Worksheet > Finalize Worksheet

Accounts Receivable > Receivables Maintenance > Maintenance Worksheet > Update Accounting Entries

Accounts Receivable > Receivables Maintenance > Automatic Maintenance > Actual Matches Report

 

Receivables Analysis

Accounts Receivable > Receivables Analysis > Aging > Aging Detail by Unit Report

Accounts Receivable > Receivables Analysis > Aging > Aging Summary By Unit Report

Accounts Receivable > Receivables Analysis > Aging > Aging by ChartField Report

Accounts Receivable > Receivables Analysis > Aging > Aging by Reason Report

Accounts Receivable > Receivables Analysis > Aging > Reverse Aging Detail

Accounts Receivable > Receivables Analysis > Review Receivable Information > Unit Activities

Accounts Receivable > Receivables Analysis > Review Receivable Information > Unit Aging

Accounts Receivable > Receivables Analysis > Review Receivable Information > Unit Cash

Accounts Receivable > Receivables Analysis > Review Receivable Information > Unit History

Accounts Receivable > Receivables Analysis > Receivable Reports > Business Unit Activity

 

Receivables Update

Accounts Receivable > Receivables Update > Posting Results - Pending Items

Accounts Receivable > Receivables Update > Updated Items

Accounts Receivable > Receivables Update > Updated Pending Items

Accounts Receivable > Receivables Update > Payments

Accounts Receivable > Receivables Update > Revenue Estimates

 

SpeedTypes

Set Up Financials/Supply Chain > Common Definitions > Design ChartFields > Define Values > SpeedTypes

 

Review Budget Check Exceptions

Commitment Control > Review Budget Check Exceptions > Revenues

Commitment Control > Review Budget Check Exceptions > Revenues > Billing Invoice

Commitment Control > Review Budget Check Exceptions > Revenues > Revenue Estimate

Commitment Control > Review Budget Check Exceptions > Revenues > Direct Journal

 

Notes

Customers > Customer Information > General Information

 

Correspondence Options

Customers > Customer Information > General Information