Page 71 - Unanet AE: Introduction to Project Management

• Note: This tab requires Invoice Delivery/Payments setup via Accounts
Receivable > Delivery/Payments.
• Invoice No. (Column Hyperlink) - Click to view the invoice.

Field Descriptions
Toolbar
• View Previous Invoices - Click to view invoices for the selected invoice.
• Email Delivery - Displays a list of feature options for invoice delivery and
payments including sending invoice and reminder emails.
• Note Delivery/Payment options are a feature of Invoice Delivery/Payments.

Header
• Load Collections (upper right) - When selected, the grid will display all
outstanding Accounts Receivable that meet the selected criteria.

Filters
Filters are listed in a collapsible left pane and include the following options.
• Companies
o All Companies - Include all companies in the grid listing.
o Selected Company - Include only the selected company in the grid listing.
Note: Changing the company will clear other filters.
• Dates
o As Of Period - Period used to cut off the outstanding invoices.
o Aging Date - Date used to determine the Age (Days Old) of an invoice.

• Age By
o Invoice Date - When selected, the Invoice Date is used in conjunction with
the Aging Date to determine the age of an invoice.
o Due Date - When selected, the Due Date is used in conjunction with the
Aging Date to determine the age of an invoice.

• Clients
o All Clients - When selected, the A/R Collections grid will show all
outstanding A/R.
o Selected Client - When a client is selected, the A/R Collections grid will
show only outstanding Accounts Receivable for that client.

• A/R Accounts
o All A/R Accounts - When selected, the A/R Collections grid will show all
outstanding AR.

LESSON 2: A/R TRACKING ©2024 Unanet. All rights reserved. 71