Accounts Receivable
Accounts Receivable Grid Does Not Match Accounts Receivable on Balance Sheet
Overview If there is a discrepancy between an Anterra Accounts Receivable (A/R) grid and A/R on an Anterra balance sheet, we recommend taking the following steps to attempt to resolve the issue. Check Unmapped Accounts Checking for any unmapped ...
Customer Hub AR Collection E-Mail Configuration
Customer Hub AR Collection E-Mail Configuration Introduction Customer Hub is the name of Anterra’s accounts receivable (AR) collections interface which is designed to give your collectors the ability to efficiently see and act on outstanding balances ...
Customizing AR Action Items Sub-Types
You can customize the sub-types, or actions, displayed for AR Action Items throughout Anterra by visiting the Action Item Administration interface when logged in as a user with sufficient permissions. Clicking on the number shown to the right of AR ...
Accessing Anterra Data Warehouse (ADW) to sync Sage 300 CRE data securely and access in Power BI or SQL Server Management Studio (SSMS)
Prerequisites If using SQL Server Management Studio, we recommend you have the latest version of the software from Microsoft before beginning this guide. It is possible to have multiple versions of SSMS installed at the same time. You can download ...
Action Items for Accounts Receivable
AR Action Items and Collection Actions / Notes Creating a note/action item In order to create an action item or collection activity note, you can select the icon in the “Action Item” column. You will then get a pop-up where you can enter in a new ...
AnterraBI AR Collections Training
Accounts Receivable Widgets When you first log in to the system, the widget dashboard will be your default home page. At any time you can go to Home > Dashboards & Widgets to access the dashboard. Adjusting Parameters - When you are on the dashboard, ...
Accounts Receivable Customer Contacts
Version 25 Release We have added the ability to set up customer contacts in our AR Customer Hub - CLICK HERE to see the full knowledge base article on the customer hub Access the customer hub from the AR Invoice Grid in Finance, Construction or ...
Accounts Receivable Customer Collection Hub
Based on customer feedback, Anterra has developed a Customer Hub for AR Collections. To access the customer hub, add the Customer Hub column to any view in the AR Invoice grid in Finance, Construction, or Service Management. View Open Invoices ...
Invoice Draw added to AR Invoice Grid for Sage Clients
Version 25 Release Standard Menu Items: Construction > AR & WIP > AR Aging Service Management > Accounts Receivable > Aged Accounts Receivable Screenshot
No AR data appears on first day of month on the AR Aging Grid
We have a known issue on the first day of the month when initially loading the AR Grid which shows the following message: No data returns that fits the selected parameter values Client data is often synchronized before midnight the previous day so ...