Page 76 - Unanet AE: Introduction to Project Management

Part 2: Sales Journal Reports
1. Navigate to Accounts Receivable > Reports > Sales Journal Reports. The
Print Option – Accounts Receivable window opens.
2. Select 2022-01 in the Starting Period field.
3. Select 2024-12 in the Ending Period field.
4. Select the Print Projects check box.
5. Select the Print Recap check box.
6. Select the Print button. The Sales Journal report displays.

Part 3: Receipt Journal Reports
1. Navigate to Accounts Receivable > Reports > Receipt Journal Reports. The
Print Option – Banks window opens.
2. Select 2022-01 in the Starting Period field.
3. Select 2023-12 in the Ending Period field.
4. Select the Print Projects check box.
5. Select the Print Recap check box.
6. Select the Print button. The Receipt Journal report displays.

LESSON 2: A/R TRACKING ©2024 Unanet. All rights reserved. 76