Course curriculum

  • 1

    Course Introduction

    • Welcome to Advanced Bootcamp

    • Before we begin...

    • Introducing this Bootcamp Module

    • Introducing the Receivables Workspace
  • 2

    Receivables Preferences

    • Accounts Receivables Preferences

    • Customer Classes

    • Customer Price Classes

    • Statement Cycles

    • Quick Quiz on Receivables Preferences
  • 3

    Receivables Profiles

    • Customer Accounts

    • Credit Terms

    • Sales Prices

    • Quick Quiz on Receivables Profiles
  • 4

    Non Stock Items

    • Item Classes

    • Non-Stock Items
  • 5

    Receivables Transactions

    • Create an Invoice

    • Create a Credit Memo

    • Receipt a Payment

    • Apply a Credit Memo

    • Void a Payment

    • Enter a Cash Sale

    • Sales Price Worksheets

    • Quick Quiz on Receivables Transactions
  • 6

    Receivables Processes

    • Release AR Documents

    • Print and Email Invoices and Memos

    • Prepare Customer Statements

    • Print or Email Customer Statements

    • Quick Quiz on Receivables Processes
  • 7

    Receivables Inquiries

    • Customer Summary Inquiry

    • Customer Details Inquiry

    • Customer Statement History Summary Inquiry

    • Customer Statement History Detail Inquiry

    • Discrepancy by Customer Account Inquiry

    • Discrepancy by Customer Inquiry

    • Discrepancy by Document Inquiry

    • Quick Quiz on Receivables Inquiries
  • 8

    Receivables Reports

    • AR Balance by GL Account Report

    • AR Balance by Customer Report

    • AR Ageing Report

    • AR Coming Due Report

    • AR Register Report

    • Quick Quiz on Receivables Reports
  • 9

    Receivables End of Month Processing

    • Releasing AR Transactions

    • Writing Off Customer Balances

    • Revaluing Customer Accounts

    • Running Customer Statements

    • Reviewing AR Discrepancy Reports

    • Reconciling AR Balances to the GL

    • Closing the Financial Period in the Receivables Module
  • 10

    Next Steps

    • Congrats! Here's what's next...

    • Before you go...