Open AR Report Quick Guide for E=Vision and E=nterprise Analysis January 2019

Slide 3 – Quick Guide for E=Vision Report Instructions for Generating Open AR Report in E=Vision and E=nterprise Analysis Slide 3 – Quick Guide for E=Vision Report Slide 4 – Quick Guide for E=nterprise Analysis AR Dashboard Report Both Reports stem from the same data source – choice of which report to use is a matter of preference on report output view E=Vision Report – takes additional clicks to access the report but once generated, exports to a quick clean format E=nterprise Analysis AR Dashboard Report – less clicks to access report, generates more data that can then be customized

From E=Vision Noram Financials Page Click on the AR Metric tile (may already be expanded 2) Click on the Daily AR Analytics link at the top right of the AR Metric tile 5) Click on the “Total” line to bring up the invoice level detail below 6) Click on the pdf symbol to export the Open AR 3) Click on any bar in the top graph to Drill to details for that time period 4) From the detail screen change filters as needed and click run

From E=Vision home Page: Click on E=nterprise Analysis and Choose the AR Dashboard 4) Choose time period in page filters or leave as current period default 5) Choose Report Open Accounts Receivable Status by Customer and Click Apply 2) Click on the AR Aging Tab 3) Complete the Dashboard Filters and Click Apply 6) Scroll to bottom of report to print or export 7) Follow instructions in AR Dashboard guide to customize the report