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Trace: • Position Management Process - Sample Timeline (February-March) • Accounts Receivable Process • Accounts Receivable Reports • ASCENDER - Position Management: Perform Non-Comp Funding Changes • ASCENDER - Next Year Payroll Process
academy:business_accountsreceivableoverview

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academy:business_accountsreceivableoverview [2022/05/23 15:13] – emorenoacademy:business_accountsreceivableoverview [2022/09/26 15:42] (current) – emoreno
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 <div #message></div> <div #message></div>
  
-<WRAP box #no-print>{{:images:printer2.jpg|}}[[academy:business_accountsreceivableoverview?do=export_pdf&toclevels=1-3&book_title=Accounts Receivable Overview|Click here to generate a PDF of this guide]].+<WRAP box #no-print>{{:images:printer2.jpg|}}[[academy:business_accountsreceivableoverview?do=export_pdf&toclevels=2-3&book_title=Accounts Receivable Process|Click here to generate a PDF of this guide]].
 </WRAP> </WRAP>
  
  
-<WRAP round intro>This guide provides you with information about using Accounts Receivable to perform the following functions: +<WRAP round intro>The purpose of this document is to guide you through the process of using Accounts Receivable to perform the following functions: 
   * Maintain customer records   * Maintain customer records
   * Maintain invoice details such as invoice number, request date, customer purchase order numbers, and assigned budget codes   * Maintain invoice details such as invoice number, request date, customer purchase order numbers, and assigned budget codes
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   * Tuition payments   * Tuition payments
  
-This guide assumes you are familiar with the basic features of the ASCENDER Business system and have reviewed the [[academy:business_overview_guide|ASCENDER Business Overview guide]].+This document assumes you are familiar with the basic features of the ASCENDER Business system and have reviewed the [[academy:business_overview_guide|ASCENDER Business Overview guide]].
  
  
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   - ++Select AR permissions.|{{page>general:aroverview_prereq1&inline}}++   - ++Select AR permissions.|{{page>general:aroverview_prereq1&inline}}++
   - ++Select AR options.|{{page>general:aroverview_prereq2&inline}}++   - ++Select AR options.|{{page>general:aroverview_prereq2&inline}}++
-  - ++Set up AR approval path|{{page>general:aroverview_prereq3&inline}}+++  - ++Set up AR workflow.|{{page>general:aroverview_prereq3&inline}}++
   - ++Verify accounting periods.|{{page>general:aroverview_prereq4&inline}}++   - ++Verify accounting periods.|{{page>general:aroverview_prereq4&inline}}++
-  - ++Indicate clearing accounts.|{{page>general:aroverview_prereq5&inline}}+++  - ++Add or verify clearing accounts.|{{page>general:aroverview_prereq5&inline}}++
  
 ---- ----
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 ===== Invoice Customers and Record Payments===== ===== Invoice Customers and Record Payments=====
  
-  - ++Enter invoices.|{{page>general:aroverview_step1&inline}}+++  - ++Create invoices.|{{page>general:aroverview_step1&inline}}++
   - ++Print invoices.|{{page>general:aroverview_step2&inline}}++   - ++Print invoices.|{{page>general:aroverview_step2&inline}}++
   - ++Record customer payments.|{{page>general:aroverview_step3&inline}}++   - ++Record customer payments.|{{page>general:aroverview_step3&inline}}++
  
 +----
 +
 +===== Inquiries=====
 +
 +The following inquiries are available in Accounts Receivable: 
 +
 +  * Accounts Receivable > Maintenance > Invoice Payments > Cash Receipt Inquiry 
 +  * Accounts Receivable > Maintenance > Invoice Payments > Invoice Payment History  
 +  * Accounts Receivable > Maintenance > Invoice Payments > Apply Overpayment 
 +  * Accounts Receivable > Maintenance > Invoice Inquiry/Customer Notes > Inquiry
 +  * Accounts Receivable > Maintenance > Invoice Inquiry Customer Notes > Payment Notes
 +  * Accounts Receivable > Maintenance > Invoice Status Inquiry
 +
 +----
 +
 +===== Reports =====
 +
 +The following reports are available in Accounts Receivable Reports: 
  
 +  * BAR1000 - Customer Listing
 +  * BAR3000 - Customer Statement
 +  * BAR3500 - Invoice Detail Listing
 +  * BAR4000 - Invoice Listing By Revenue Code
 +  * BAR4500 - Outstanding Invoices By Customer
 +  * BAR6000 - Detail Aging Report
 +  * BAR5000 - Summary Aging Report
 +  * BAR6500 - Detail Aging Report By Organization
 +  * BAR7000 - Invoice Offset Accounts Report
 +  * BAR7500 - Reprint Invoices Report
 +  * BAR9000 - Template Listing
 +  * BAR9500 - Payment Listing Report
academy/business_accountsreceivableoverview.1653318796.txt.gz · Last modified: 2022/05/23 10:13 (external edit)

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