Accounts Receivable
AR Month End
a checklist is provided with this documentation to assist you in the successful completion of the...
AR Reports
Customer Master List (Numeric) 1. Accounts receivable >3. reporting >1.customer listings ...
AR Year End
A/R YEAR END UPDATE ACCOUNTS RECEIVABLE >6. YEAR END PROCESSING >1. A/R YEAR END UPDATE ...
Cash Receipts Processing
Cash Receipts Input 1. ACCOUNTS RECEIVABLE > 4. TRANSACTION PROCESSING >5. CASH RECEIPTS ...
Customer Analysis
1. ACCOUNTS RECEIVABLE > 1. INQUIRY FUNCTIONS > 1. CUSTOMER ANALYSIS These screens will pr...
Customer Notes Inquiry
1. ACCOUNTS RECEIVABLE > 2. INQUIRY FUNCTIONS >3. CUSTOMER NOTES INQUIRY Enter in the cust...
Customer Notes Maintenance
1. ACCOUNTS RECEIVABLE > 1. DATA MAINTENANCE >6. CUSTOMER NOTES Providing that the note ty...
Customer Search
1. ACCOUNTS RECEIVABLE > 1. INQUIRY FUNCTIONS > 2. CUSTOMER SEARCH Enter in the customer n...
Data File Maintenance
Customer File Maintenance 1. ACCOUNT RECEIVABLE > 1. DATA MAINTENANCE > 1. CUSTOMERS &...
Loyalty Rewards Program
Loyalty Rewards Definition The new LOYALTY REWARDS program will allow you to offer and track po...
Move ROA Payment from one Customer to Another
(Note – this procedure has multiple steps so it is recommended that you do it only when you can r...
Setting Up Invoice Copies
COUNTERPOINT™ Provides a feature that allows you to set up the capture of a customers invoices fo...
Statements
If you have pre-printed statement forms, please use the statement run create option. If your sta...
Transaction Processing
Transaction Input ACCOUNTS RECEIVABLE > 4. TRANSACTION PROCESSING > 1. TRANSACTION INPUT...