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Accounts receivable

Use the Overview tab for Receipt & Adjustment entry

The
Overview
 tab of the
Receipt & Adjustment Entry
 screen is similar to the Entry tab, but it combines receipts and adjustments in a single grid. It includes
Control Date
,
Bank Account
, and
Type
 fields in the entry grid, for receipts and adjustments for multiple bank accounts and dates.
To access the
Overview
 tab,
  1. Select
    Actions
    , then
    Receipt & Adjustment Entry
  2. Select
    Overview
    .
note
  • Entry of new items is not possible in this tab when the grid is grouped, though edits to existing entries can still be made.
  • This tab also enables you to select and drag column headings into the grouping area before the grid to organize transactions by that heading.
  • Entry of transactions in this tab is similar to entry of receipts and adjustments in the
    Enter Receipts & Adjustments
     tab, with a few important differences.

Control dates

Instead of making an entry in a
Control Date
 field at the top of the screen, dates are entered line-by-line for each transaction. This enables you to enter receipts and adjustments for multiple control dates at the same time.

Bank accounts

Each line item can be assigned to a different bank account using the
Bank Account
 field.

Filtering

The
Filter by
 field at the top of the screen enables you to filter transactions by any field on the screen or by a saved filter. If you decide to filter using a field, an additional
Method
 field appears. Use the
Method
 field to specify whether you want to filter by that field using a range, a selection, or a single entry.
Depending on the option you select, additional fields appear for indicating the criteria by which to filter.

Grouping

You can select and drag a column heading into the grouping area, which is the gray area with the text
Drag a column header here to group by that column
.
For example, if you drag the heading
Client
 to the grouping area, all transactions on the screen are grouped by client. Drag a heading back to the grid to remove the grouping.

This article applies to:

  • Product: Practice CS
  • Subject: Accounts Receivable