View A/R Communications ― Allows the user to view records on the Communications grid for the customer.
Edit A/R Communications ― Allows the user to add or edit records on the Communications grid for the customer.
Export A/R Communications ― Allows the user to export the contents of the Communications grid for the customer to an external file.
Access Accounts Receivable ― Allows the user to open the Accounts Receivable module.
Export Accounts Receivable – Allows the user to export the contents of the Accounts Receivable module grid to an external file
Apply Finance Charges ― Allows user to apply finance charges to overdue invoices.
Create Entry ― Allows the user to create new Accounts Receivable transactions.
View Closed ― Allows the user to include completed Accounts Receivable transactions by clicking the Show All button. If not enabled then only Open transactions may be seen for processing.
Override Hold ― Allows the user to assign or remove the Hold statuses of Accounts Receivable transactions.
Modify Finance Charge Rate ― Allows the users to modify the default finance charge that is about to post.
Unlink Transactions ― Allows the user to unlink transactions and remove their applied status, typically invoices and payments.
View Aging Balances ― Allows the user to display the aging balance columns on the Accounts Receivable module grid.
View Invoice ― Allows the user to view the source sales order associated with the selected invoice.
View Transaction ― Allows the user to view the Ledger transaction created when the highlighted transaction was posted.
Void Transaction ― Allows the user to void payments and reverse other accounts receivable transactions. Invoices from Sales Orders cannot be Voided regardless of this option selection. Choices are:
- No
- Yes – Keep Original date
- Yes – Modify date
Add Batch ― Allows the user to create a group of receipts to apply to outstanding accounts receivable transactions.
Edit Batch ― Allows the user to edit the details in an Open batch of receipts, otherwise the batch details are viewable only.
Delete Batch ― Allows the user to delete an Open batch of receipts. Closed batches cannot be deleted.
Post Batch ― Allows the user to post an Open batch of receipts.
Modify GL Transaction – Allows the user to modify the GL transaction account or amounts as part of the posting process. If amounts are changed, the entry still requires debits to equal credits. An arrow appears next to the Post button to select Post and Review GL. Some information such as the Accounts Receivable control account cannot be modified.
Modify GL Transaction by Default – The Post button is changed to Post and Review GL. An arrow appears next to this button to select Post, without the ability to change Ledger accounts or amounts.