Accounts Receivable

Topics Covered New Statement Options New Receivables report source Customer Statement panel Scheduling Statements DB Config settings Payment Central Tips Tricks Best Practices Discussion

New Statement Options – Report Source New Operational Document Type / DX Data Source Records > Report > DX Reports, Receivables source

New Statement Options – Master Layout New configuration options to set up a default layout File > Database Administration > Configure, Receivables panel *Report Format – Sets the statement layout to be used *Batch Customer Flag – How you can assign statements to auto-run *Day of Month – When you want the statements scheduled

New Statement Options – Statement Panel New option to run a statement directly from the Customer record Records > Customer > Record, Statement panel

Payment Central Customer Lookup by Invoice Number Excel Format Exports Payments Charges Batch Summary Managing Large Customer Lists Check Number Entry Unapply/Reapply Payments

Discuss | Ask | Suggest Jake Jacobs Tom Veen