Cash Receipts Distribution

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General Information

Default Menu Location: Reports >> Accounts Receivable >> Cash Receipts Distribution

Screen Name: Cashreceiptsdistributionreport


CashReceiptsDistribution.PNG

Function: The Cash Receipts Distribution screen produces a report of all Accounts Receivable Invoices, and can be filtered down with options like customer, invoice #, date range, and others.


Report Fields/Filters

Cust#/Company: enter the company number or name to filter down the report to just that company.

Date Filters: use the start and end dates to set a date range for the report, and can filter by either PostMark, Transaction, or Check date.

Invoice Number: filter report by a specific invoice number.

Cash Account: filter report by a specific cash account.

Type: select from All, AR, or Non-AR.

Include Applied Credits: includes open credits that have been applied to invoices in the report.

Group/Sort By: choose from Customer, Date, or GL Acct# to group the report by.

Report: Click this button to run the report once you've selected your desired filters.