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 Service Management, clicking on the Customer Hub icon opens the hub for all open customer invoices:
The customer contact area is in the bottom right of the screen:
NOTE: You can also email or click to dial the contact (phone system dependent) from this screen.
Customer Contacts can be set up with the following fields:
NOTE: These contacts are maintained in Anterra. Many of our clients do not use the contact fields on their AR customer records. We are researching use cases to see how to integrate contact information from the AR customer record into Anterra. The AR customer record has one billing contact, Anterra can hold any number.
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 ...
Anterra Version 25 Release Notes
New Features AR Collections: Finance / Construction / Service Management 7013: Accounts Receivable Customer Collection Hub Anterra has released a major enhancement with an AR Customer Collection Hub. The customer hub allows collectors to update or ...
AnterraCloudBI v26 Release Notes
Anterra Version 26 Release Notes V26 has been released to Production! Here are the enhancements you can use today: AR Collections – Enter and Report on Payment Promise Date AR Aging Pivot Grid now supports the ability to enter a payment promise date ...
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 ...
Anterra April 2021 (v26.5) Release Notes
Collapsing Consolidation Groups We’ve had collapsing consolidation groups in Pivot Grids for a while. We’ve expanded this feature into Anterra Statement Builder financial statements and Dashboards. Collapsing Consolidation Groups in Statements ...