Accounts Receivable Setup Guide

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Revision as of 13:08, 22 March 2018 by Freddy (talk | contribs)


Overview

This guide covers the setup of the Accounts Receivable (AR) application. The Accounts Receivable application covers invoicing sales orders, receiving payments, and producing customer AR Statements. AR setup should be completed after the System Manager Setup Guide and the General Ledger Setup Guide have been completed to avoid running into any roadblocks.


Initial Setup

1

  • A
  • B


2

Info

  • A
  • B


Review and Update Rule Maintenance Records

Rule (RULE)

Text


Rule 2 (RULE2)

Text

  • Additional notes


Review and Complete Additional Accounts Receivable Setup

1

Text

  • notes


2

Text

  • notes


Scrub and Import Open Data

Refer to Accounts Receivable Conversion Guide (UNDER CONSTRUCTION) for detailed information on the import and reconciliation process.


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