AR> Utilities> Setup
Set up the Accounts Receivable Module
Summary
Follow this process to set up the Accounts Receivable module.
Step by Step
1 Open the AR Setup window (AR> Utilities> Setup).
2 Configure the module.
- Enter a Credit Fee or click the field label to select one from a list.
- The specified credit fee will be used in the AR Adjustments process. When an adjustment or transfer results in a credit, that credit will be directed to the account associated with the credit fee.
- Fees are created and maintained on the Fee Maintenance window (AR> Maintenance> Fees). Click here for information on Fee Maintenance.
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The Verify no credit used for invoice toggle has not yet been implemented.
- Check the Print Barcodes on invoices toggle to include barcodes on Accounts Receivable invoices. Invoices can be scanned in from CR> Cash Receipts> Enter receipts and the accounts receivable account will open with all unpaid invoices.
- Check the Auto-generate taxes on invoices toggle if you want tax fees automatically added to invoices containing taxable fee codes when they are added to an invoice in AR> Invoices> Edit Invoices.
- If you do not check this toggle, tax fees will be automatically added to invoices containing taxable fee codes when you generate the invoices in AR> Invoices> Generate, but will not be added when they are added in AR> Invoices> Enter Invoices.
- Check the PM Interface toggle if you will be using the Project Management module in conjunction with Accounts Receivable.
- This will allow Project Management data attached to Accounts Receivable fees to accumulate in the Project Management module. It will also add Project Management distribution reports to the Adjustments, Credits and Deposits, Invoices, Past Dues, and Refunds processes. Click here for information on attaching PM data to AR fees.
- Check the CH Interface toggle if you will be processing direct debits on AR customer accounts.
- Click the Save icon
when complete.
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