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
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