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Find out how Learn to Create and Send an Accounts Receivable Balance Printout |
Back to Accounts Receivable Main Page
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Table of Contents
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What
is Accountsis an Accounts Receivable Printout?
An accounts receivable based printout, that displays the accounts receivable balance along with all the financial transactions posted within the current year and the balance Accounts Receivable Printout displays the current year's Financial Transactions, the current year's Balance to-date, as well as the Balance carried forward from the previous year. The printout Printout is available through the Accounts Receivable data entry page.Data Entry page.
The Printout can be extracted and printed in one of the formats below, or can be sent to the customer via email as a PDF attachment:
- HTML
- XLS
- CSV
- RTF
Validations & Restrictions Table
| Action | Validations |
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| CREATING | Security Network restrictions are applicable (i.e. only records that can be accessed by the logged-in user are retrieved) as explained in Understanding Network Entity Types |
Header Information of Accounts Receivable Balance Printout
The following information can be found at the top of the Printout.
Name | Description |
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| Classification | The Accounts Receivable Classification |
| Credit Rating | The Accounts Receivable Credit Rating |
| Number of financial transactionsFinancial Transactions | The number of financial transactions based on which the accounts receivable balance Financial Transactions within the current year was calculatedused in calculating the Accounts Receivable Balance. |
Detailed Information of Accounts Receivable Balance Printout
The following information is provided in the Printout. If the Printout has multiple records, then the information will be available for every record separately.
Name | Description |
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| Number | The financial transactionFinancial Transaction's number |
| Type | The financial transactionFinancial Transaction's type |
| Classification | The financial transactionFinancial Transaction's classification |
| Issue Date | The financial transactionFinancial Transaction's issue date |
| Posted Date | The financial transactionFinancial Transaction's posted date |
| Due Date | The financial transactionFinancial Transaction's due date |
| Total Amount | The financial transactionFinancial 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 | |||||||||||||||||||||
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| 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
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| 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 Receivable
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
Navigate to FINANCE > ACCOUNTS RECEIVABLE > MANAGE ACCOUNTS RECEIVABLE
Search for the an existing Accounts Receivable
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| Total Balance | Sum of Balance within Current Year and Balance Carried Over |
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