Page 5 - Participant Guide - Unanet GovCon Using Accounts Receivable

COURSE INTRODUCTION

Unanet Financial users will review the system settings needed to perform Accounts
Receivable processes; practice creating, posting, and voiding customer payments and
deposits; and produce reports for verifying transaction accuracy.

Recommended Roles: AR User, AR Poster, AR Viewer, or AR Administrator

Learning Objectives

In this course, Unanet GovCon: Using Accounts Receivable participants will:

• Analyze the Accounts Receivable process flow in Unanet

• Identify the roles, in Unanet, required to perform Accounts Receivable
processes

• Review administrative Accounts Receivable functions to maintain customer
organizations, bank accounts, and payment methods

• Recognize the requirements and decisions involved to properly create, apply,
and post customer payments and deposits

• Determine which Accounts Receivable reports to use to ensure accurate
transaction processing

COURSE INTRODUCTION 5
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