9.2 FIN - Accounts Receivable
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Introductory Receivables
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Entering Deposits and Payments
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Applying Payments
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Managing Receivables
- Applying Debits to Credits
- Building a Worksheet for an Unidentified Payment
- Changing an Item Due Date
- 9.2 Creating, Using, and Posting a Transfer Worksheet
- 9.2 Entering External Pending Item Groups
- 9.2 Entering Multi-Item Update
- 9.2 Entering Online Pending Item Groups
- Deleting AR Deposits
- 9.2 Managing Accounts Using a Maintenance Worksheet
- Processing Refunds
- 9.2 Recording an NSF-CLOSED Period (When Anticipating Payment in the Future)
- 9.2 Recording an NSF - OPEN Period (When Anticipating Payment in the Future)
- Reviewing Maintenance Worksheet Item Accounting Entries
- 9.2 Running the Automatic Maintenance Process
- Using Worksheet Application
- 9.2 Writing an Item Off
- 9.2 Updating Open Periods for Business Units
- AR Update Error Codes
- 9.2 Issuing a Refund
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Managing Receivables: Posting & Unposting Items
- Unposting Direct Journal Payments
- 9.2 Unposting Item Groups
- Unposting Maintenance Groups
- 9.2 Unposting a Payment Group
- Unposting Transfer Groups
- 9.2 Creating and Setting Entries to Post
- 9.2 Performing a Partial Payment Unpost
- 9.2 Posting an Express Deposit
- 9.2 Posting Online Group Entry
- 9.2 Posting a Pending Item Group
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Customer Correspondence
- 9.2 Understanding Customer Roles
- Adding a New Customer/Sponsor
- 9.2 Updating a Customer
- 9.2 Updating the Bill To Information for a Customer
- 9.2 Generating a Statement
- Transferring to Doubtful AR
- Running the Dunning Process
- Generating Dunning Letters
- Processing and Printing Dunning Letters
- Creating a Conversation
- 9.2 Maintaining Customer Conversations
- Disputing an Item and Adding a Conversation
- Using Collections Workbench
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Viewing: Customers
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Viewing: Items
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Viewing: Receivables Misc.
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Resources
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Reports & Research
