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Troubleshooting Stuck Receivables Transactions

Avatar photoCustomer December 15, 2019 at 4:50 am

We have an issue where sales team members forget to complete AR transactions, leading to missing invoices. Is there a report to identify all detail incomplete AR transactions?

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    • Support December 16, 2019 at 12:28 pm  

      Yes, run the AR Incomplete Transactions report. This provides a detail incomplete transaction report specifically for Receivables.

    • Avatar photoCustomer December 16, 2019 at 3:44 pm  

      If I need a complete view of all AR transactions, regardless of status, including line and distribution detail, which report is recommended?

    • Support December 17, 2019 at 2:26 pm  

      For comprehensive detail, use the AR Transactions and Lines report. It can be run at Header, Line, and/or Distribution Level and can optionally include special columns for service contracts (OKS) and lease contracts (OKL) data.

    • Avatar photoCustomer December 17, 2019 at 11:58 pm  

      If the issue is specifically about unapplied customer payments, which report should I focus on instead?

    • Support December 20, 2019 at 2:54 am  

      If the problem is related to open cash, use the AR Unapplied Receipts Register report. This details receipts that have not yet been applied to invoices.

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