ctcLink Reference CenterNavigation Paths Employee/FacultyFrequently Used Accounts Receivable Navigation - 20

Frequently Used Accounts Receivable Navigation - 20

Purpose:  To provide a list of most often used Navigation Paths in Accounts Receivable.

Audience: Accounts Receivable Staff.

Frequently Used Accounts Receivable Navigation

Apply Payments

Accounts Receivable > Payments > Apply Payments > Create Worksheet

Accounts Receivable > Payments > Apply Payments >Update Worksheet

Accounts Receivable > Payments > Apply Payments > Finalize Worksheet

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

Accounts Receivable > Receivables Analysis > Aging > 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