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
How to Enter Deposit Information
Description This job aid covers the steps to Enter Deposit Information. For more policy and procedure information on Project Costing go to our greater...
Fri, Oct 11, 2024 3:03 PM
How to Finalize Payment Worksheet
Description This job aid covers the steps to Finalize Payment Worksheet. For more policy and procedure information on Project Costing go to our greate...
Fri, Oct 11, 2024 3:01 PM
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