View A/R Communications ― allows the users to see the AR notes.
Edit A/R Communications ― allows the users to edit AR notes.
Export A/R Communications ― allows the users to edit AR notes.
Access Accounts Receivable ― allows the users to access to AR and adds it to the main menu.
*Export Accounts Receivable
Apply Finance Charges ― allows user to apply finance charges to overdue invoices.
Create Entry ― allows the users to create an AR entry.
View Closed ― allows the users to view the closed/paid invoices.
Override Hold ― allows the users to take an invoice that is on hold and release it.
Modify Finance Charge Rate ― allows the users to modify the default finance charge that is about to post.
Unlink Transactions ― allows the users to unlink transactions.
View Aging Balances ― allows the users to view the customers aging.
View Invoice ― allows the users to view the source invoice.
View Transaction ― allows the users to view the journal entry associated with an AR entry.
Void Transaction ― allows the users to void a previous payment. There is an additional setting to determine what happens to the date in the reversal.
No – Original date is used
Yes – Keep Original Date
Yes – Modify Date
Add Batch ― allows user to create a AR batch (see subsequent section in the course)
Edit Batch – User can edit a saved batch
Delete Batch ― allow user to delete an AR batch
Post Batch ― allow user to post an AR batch
Modify GL Transaction ― user can edit the GL entry before posting
Modify GL Transaction by Default ― user sees the GL posting by default