1. Accounts Receivable

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

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

4. 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

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

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

7. Discuss | Ask | Suggest Jake Jacobs jakej@eostar.com Tom Veen tomv@eostar.com