Accounts Receivable

How to Create Pending Item
Description This job aid covers the steps to Create a Pending Item. For more policy and procedure information on Project Costing go to our greater job...
Thu, Jan 5, 2023 10:46 AM
Entering Deposit and Payment Information
Entering Deposit and Payment Information Purpose: This document provides instructions on how to enter deposits and payments and apply them via Dire...
Thu, Dec 12, 2024 4:26 PM
Finalizing a Payment Worksheet
Finalizing a Payment Worksheet Purpose: This job aid covers the steps to approve a Payment Worksheet. Approving the Payment Worksheet Step ...
Wed, Dec 18, 2024 11:52 AM
How to Post Maintenance Worksheet
Description This job aid covers the steps to Post a Maintenance Worksheet. For more policy and procedure information on Project Costing go to our grea...
Fri, Oct 11, 2024 3:05 PM
How to Post Pending Item
Description This job aid covers the steps to Post a Pending Item. For more policy and procedure information on Project Costing go to our greater job a...
Thu, Jan 5, 2023 10:46 AM
Revenue in SF Financials
High Level overview of Customers and Revenue functionality in PeopleSoft
Fri, Nov 15, 2024 4:22 PM
How to Create an On Account (OA)
Description This solution article covers how to create an OA (On Account) Step 1) On the Financials homepage, click on the Receivables & Dep...
Wed, Oct 18, 2023 5:01 PM
Utilizing the Receivables WorkCenter
Utilizing the Receivables WorkCenter: Purpose: This job aid covers setup and utility of the Receivables WorkCenter.   * To use the Receivables ...
Thu, Mar 21, 2024 3:45 PM
How to Create a Dunning Letter
How to Create a Dunning Letter Purpose: This job aid will provide step-by-step instruction for how to create a Dunning Letter.  Step 1: From the ...
Thu, Apr 11, 2024 2:15 PM
How to Transfer Items
How to Transfer Items:  Purpose: This job aid covers how to Transfer Items from one Customer to another using Transfer Worksheet.   * Note - to...
Wed, May 15, 2024 12:43 PM