Accounts Receivable - Revision history

Gelo at 02:24, 26 April 2022

2022-04-26T02:24:47Z

Gelo at 02:20, 26 April 2022

2022-04-26T02:20:27Z

Gelo at 06:50, 18 April 2022

2022-04-18T06:50:26Z

Show changes

Gelo: Changed categories.

2022-04-07T04:36:33Z

Changed categories.

Gelo: Changed categories.

2022-04-07T04:36:06Z

Changed categories.

Gelo: Changed categories.

2022-04-07T02:40:27Z

Changed categories.

Gelo: Changed categories.

2022-04-06T05:18:57Z

Changed categories.

Gelo at 06:59, 25 March 2022

2022-03-25T06:59:35Z

Gelo at 06:51, 25 March 2022

2022-03-25T06:51:52Z

Gelo at 05:22, 18 March 2022

2022-03-18T05:22:25Z

@@ Line 186: / Line 186: @@
 **This can be seen in [[Proforma]] Maintenance Module
 *Customer should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
-**This can be seen in [[Customers]] Maintenance Module
+**This can be seen in [[Customer]] Maintenance Module
 *Tax should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
 **This can be seen in [[Tax]] Maintenance Module

@@ Line 60: / Line 60: @@
 | style="vertical-align:middle;text-align:center;" |N/A
 |-
-|2.[[Customers|Customer]]
+|2.[[Customer]]
 |•Name of Customer
 |•Customer List provided in the Customer  Maintenance Module

← Older revision		Revision as of 04:36, 7 April 2022
Line 367:		Line 367:
	[[Category:Billing]]		[[Category:Billing]]
	[[Category:Tax Reports]]		[[Category:Tax Reports]]
		+	[[Category:Financial Statements]]

← Older revision		Revision as of 04:36, 7 April 2022
Line 366:		Line 366:
	[[Category:Sales Reports]]		[[Category:Sales Reports]]
	[[Category:Billing]]		[[Category:Billing]]
		+	[[Category:Tax Reports]]

← Older revision		Revision as of 02:40, 7 April 2022
Line 365:		Line 365:
	[[Category:Sales]]		[[Category:Sales]]
	[[Category:Sales Reports]]		[[Category:Sales Reports]]
		+	[[Category:Billing]]

← Older revision		Revision as of 05:18, 6 April 2022
Line 362:		Line 362:
	\|[[Accounts Receivable Aging]]<nowiki> \| </nowiki>[[AR Detailed Report]]<nowiki> \| </nowiki>[[AR Transaction Report]]		\|[[Accounts Receivable Aging]]<nowiki> \| </nowiki>[[AR Detailed Report]]<nowiki> \| </nowiki>[[AR Transaction Report]]
	\|}		\|}
		+	[[Category:Financials]]
		+	[[Category:Sales]]
		+	[[Category:Sales Reports]]

@@ Line 178: / Line 178: @@
 =====<span class="mw-headline ve-pasteProtect" id="Editing_Import_Purchase_Order" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Receiving Payment in Accounts Receivable</span>=====
-#Click Financials then click <span class="ve-pasteProtect">Accounts Receivable</span>
+#Click [[Accounts Receivable]] under Financials Menu
-#Select the Accounts Receivable that needs to received its payment, Click the drop-down arrow then click Receive Payment
+#Select a posted [[Accounts Receivable]] record that needs to receive payment. Click the drop-down arrow then click Receive Payment
-#Under Create [[Receipt Voucher]] screen, fill up the Header details and its accounting details then click Save
+#Fill out the necessary fields in the header part.
-#Under [[Receipt Voucher]], select the receipt voucher, click the drop-down arrow then click Post.
+#Fill out the necessary fields in the accounting details then click Save. Note: Fields with * are require fields.
 [[File:Financials - Accounts Receivable - Receive Payment.png|border|center|1621x1621px]]
 =====<span class="mw-headline" id="Cancelling_Purchase_Order_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Cancelling_Purchase_Order_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Cancelling_Purchase_Requisition_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Cancelling_Sales_Quotation_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_ATC_Code_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Chart_of_Account_Record" style="box-sizing: inherit;">Cancelling Accounts Receivable Record</span></span></span></span></span></span></span></span>=====
 Import Accounts Receivable can be canceled in two ways:
@@ Line 192: / Line 191: @@
 [[File:Financials - Accounts Receivable - Cancel1.png|border|center|1500x1500px]]
 *Using Cancel Button for cancelling multiple records
 [[File:Financials - Accounts Receivable - Cancel2.png|border|center|1500x1500px]]
 =====Importing and Exporting Accounts Receivable=====
@@ Line 207: / Line 201: @@
 #*When Exporting the records, the user may also use the filter options such as Date Filter, Search Bar and Customer filter for precise searching and exporting of records.
 [[File:Financials - Accounts Receivable - Export.png|border|center|1699x1699px]]
 <br />
 *For batch creation, under Accounts Receivable menu, click options then choose Import Accounts Receivable button
 [[File:Financials - Accounts Receivable - Import.png|border|center|1500x1500px]]
@@ Line 353: / Line 343: @@
 *The user can only Receive Payment the Accounts Receivable if the Receivable transaction has tag reference on it.
 **Posted Receivable can also received payments but cannot be edited.
 {| class="wikitable" style="margin: auto;"

@@ Line 37: / Line 37: @@
 =====Adding Accounts Receivable=====
-#Go to Financials then click [[Accounts Receivable]]
+#Click [[Accounts Receivable]] under Financials menu
-#Click '''Add Accounts Receivable'''
+#Under Accounts Receivable Screen, Click Add Accounts Receivable
-#Fill up the necessary fields in the Header Part
+#Fill up the necessary fields in the Header Section
-#Fill up the necessary fields in the Accounting Details then '''Click Save'''
+#Fill up the necessary fields in the Accounting Details then '''Click Save. Note: Fields with * are require fields'''
 [[File:Financials - Accounts Receivable - Add.png|border|center|1500x1500px]]
@@ Line 137: / Line 137: @@
 =====<span class="mw-headline ve-pasteProtect" id="Editing_Import_Purchase_Order" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Viewing Accounts Receivable</span>=====
-#Click Financials then click <span class="ve-pasteProtect">Accounts Receivable</span>
+#Click [[Accounts Receivable]] under Financials Menu
 #Select an Accounts Receivable record that needs to view its details. Click the drop-down arrow then click View.
 #The user has an option to Tag a [[Profit Center]] or to edit the record upon viewing it.
@@ Line 146: / Line 146: @@
 =====<span class="mw-headline" id="Editing_Import_Purchase_Order" style="box-sizing: inherit;">Editing Accounts Receivable</span>=====
-#Click Financials then click <span>Accounts Receivable</span>
+#Click [[Accounts Receivable]] under Financials Menu
-#Select the Accounts Receivable that needs an update. Click the Drop-down Arrow then press '''Edit.'''
+#Select the Accounts Receivable that needs to update its details. Click the drop-down arrow then click Edit.
 #Update the necessary information then click '''Save.'''

@@ Line 134: / Line 134: @@
 **This will be only available in the transaction when the VAT column is checked.
 =====<span class="mw-headline" id="Editing_Import_Purchase_Order" style="box-sizing: inherit;">Editing Accounts Receivable</span>=====
@@ Line 358: / Line 368: @@
 |Maintenance
 |[[Customer]]<nowiki> | </nowiki>[[Proforma]]<nowiki> | </nowiki>[[Chart of Account]]<nowiki> | </nowiki>[[Tax]]
 |}