Accounts Receivable >

Getting Started

 

         

 

 

There are several steps involved in getting Accounts Receivable ready for use. The first step is getting Company and Account information set up within General Ledger. After that has been done set up your bank account and check design within Bank Account Management and then use the following general steps as a guide:

 

Set Up Company Information
 

Set Up Revenue Center Information
 

Set Up Item Information

 

Set Up Sales Tax Information

 

Set Up Preferences

 

At this point you are ready to enter Recurring Charges, Invoices, and Payments.