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Find out how to Create and Send an Accounts Receivable Balance Printout |
What does this section cover?
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What is Accounts Receivable Printout?
Accounts Receivable Printout displays the accounts receivable balance along with all the financial transactions posted within the current year and the balance carried forward from the previous year. The printout is available through the Accounts Receivable data entry page.
Validations & Restrictions
| Action | Validations |
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| CREATING |
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Header Information of Accounts Receivable Balance Printout
The following information can be found at the top of the printout.
Name | Description |
|---|---|
| Classification | The Accounts Receivable Classification |
| Credit Rating | The Accounts Receivable Credit Rating |
| Number of financial transactions | The number of financial transactions based on which the accounts receivable balance within the current year was calculated. |
Detailed Information of Accounts Receivable Balance Printout
The following information is the main information provided and consists the printout's bodywithin the printout. If multiple records exist within the printout, then the following information is available for every record.
Name | Description |
|---|---|
| Number | The financial transaction's number |
| Type | The financial transaction's type |
| Classification | The financial transaction's classification |
| Issue Date | The financial transaction's issue date |
| Posted Date | The financial transaction's posted date |
| Due Date | The financial transaction's due date |
| Total Amount | The financial transaction's total amount |
Summary Information of Accounts Receivable Balance Printout
The following information can be found at the bottom of the printout
Name | Description |
|---|---|
| Balance Within <year> | The Accounts Receivable Balance calculated based on the financial transactions posted within the current year. The year should also be included. |
| Balance Carried Over | The Accounts Receivable Balance calculated based on the financial transactions posted prior the current year. |
| Total Balance | The total Accounts Receivable Balance |
Extracting Accounts Receivable Printout
Navigate to FINANCE > ACCOUNTS RECEIVABLE > MANAGE ACCOUNTS RECEIVABLE
Search for the an existing Accounts ReceivableReceivable that you would like to create a printout for
Click on the number/name of the record you would like to access, to go to the Data Entry page
From the Action Menu click on PRINTOUTS
Select any of the available formats to extract the printout out of the following:
- HTML
- XLS
- CSV
- RTF
- From the Action Menu click on PRINTOUTS > ACCOUNTS RECEIVABLE BALANCE
The printout is extracted and downloaded with the specified format.
Sending Accounts Receivable Printout via Email
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