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 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, ...
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 ...
Version 25 Release Standard Menu Items: Construction > AR & WIP > AR Aging Service Management > Accounts Receivable > Aged Accounts Receivable Screenshot
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 ...