Page 9 - Participant Guide - Unanet GovCon Using Accounts Receivable

Activity 1.1 Access and Roles for Parker Poster

Activity Steps
1. For each function in the left column, use the above information to identify which
role is needed.

Function Role Needed

a) Add/Modify Customer Organizations, Bank
Accounts, and Payment Methods for AR
purposes
b) View/Execute AR Reports
c) Post and Void Accounts Receivable
transactions

2. Log-in to your student site as Parker Poster
• Username: pposter
• Password: welcome

3. Navigate: My Account (upper right-hand corner) > Preferences > Profile > Roles
and Confirm the assigned roles for Parker Poster.

4. Confirm the roles match the ones you identified as being needed above?

LESSON 1: ACCOUNTS RECEIVABLE (AR)
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