Page 30 - Participant Guide - Unanet GovCon Using Accounts Receivable

Activity 5.1 Accounts Receivable Reporting
Log-in as Parker Poster (AR Poster) – pposter / welcome

Activity Steps:
1. Navigate: Reports > Dashboard > Financials > Accounts Receivable > AR
Aging Report

2. Run the AR Aging Report with the following criteria:
• CUSTOMER All Customers
• FISCAL PERIOD Fiscal Previous and Current Year
• REPORTING OPTIONS Show Customer Balances Only

3. Navigate: Reports > Dashboard > Financials > Accounts Receivable > AR
Activity

4. Run the AR Activity Report with the following criteria:
• CUSTOMER All Customers
• FISCAL PERIOD Fiscal Previous and Current Year
• DOCUMENT DATE Fiscal Previous and Current Year
• REPORTING OPTIONS Show Customer Totals Only

Include Invoices and Payments.

Note: The AR Activity Report can be run to include only payments which will
create a Cash Receipts Report.

LESSON 5 ACCOUNTS RECEIVABLE REPORTING
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