Accounts Receivable User Guide

This training covers the Accounts Receivable module, focusing on managing customer invoices, applying cash payments, generating reports, and interfacing with the General Ledger for accurate financial tracking and collections.

Objective #1

Learn how to track and collect receivables, apply cash payments, and use tools like the Aged Trial Balance and Open Receivable reports for effective collections and customer communication.

Objective #2

Understand how to query invoice statuses, view open/closed items, and leverage information for reconciling payments and managing customer accounts.

Objective #3

Explore the integration between Accounts Receivable and the General Ledger, including setting up valid G/L codes and generating journal entries for accurate financial reporting.

Curriculum

1 Chapter · 1 Lesson

1
Accounts Receivable User Guide
1. (Included in full purchase)
  Accounts Receivable User Guide