Page 74 - Unanet AE: Introduction to Project Management

7. Select the first line.
8. Select the Comments tab.
9. Type Invoice will not be paid, please write-off this month. in the Comments field.
10. Select the Add button.
11. Select the fifth line (Invoice 357).
12. Type First collections call made, client will pay invoice ASAP. in the Comments
field.
13. Select the Add button.
14. Navigate to the Comments column. You may need to scroll to the right in the
table.
15. Select the comment icon in the Comments column for the fifth line. The
Comments window opens.
16. Select the Close button.

A/R Reports

The A/R Reports allow you to look at Accounts Receivable Information.

Key Concepts
• A/R Reports are classified as Report Management reports, and therefore reside
at Utilities > Report Management.
• Access to these reports is granted through Permissions, they are granted on the
User/Group Permissions tab.
• You are unable to modify the original version of a report, however, you are able
to copy a report and modify it.
• When running an A/R report across multiple A/R accounts, zero balance entries
would appear if the Sales Journal used a different A/R account than the receipt.

Report Descriptions
• A/R Aged - The A/R Aged report shows you all of the aged balances for any
Client and A/R Account. Age is shown by using user-defined aging periods that
can be adjusted in Global Settings on the A/R tab.
• A/R Aged By Project - Similar to the standard A/R Aged but the report does not
show or group by client.
• A/R Balances - The A/R Balances report shows you all the balances for any
Client and A/R Account. It is similar to the A/R Aged; however, no age periods
are shown, but payments are shown.
• A/R Balances By Project - Similar to the standard A/R Balances report but the
report does not show or group by client.

LESSON 2: A/R TRACKING ©2024 Unanet. All rights reserved. 74