What you'll learn

Accounts Receivable Course

Overview

This course equips participants with the skills to manage accounts receivable in Onfinity, ensuring accurate recording, reconciliation, and reporting of customer transactions while supporting efficient, compliant management of customer accounts

Course Objectives

• Record, manage, and process AR Invoices, Credit Memos, and Receipts, including payment allocations
• Configure and manage Dunning and Commission Management for customer accounts
• Ensure accuracy, compliance, and efficiency in all Accounts Receivable operations in Onfinity

Topics Covered

• Direct AR Invoice
• Direct AR Credit Memo
• Direct AR Receipt
• Advance AR Receipt
• Check Receipt via Payment Form
• Cash Receipt via Payment Form
• Schedule Splitting via Payment Form
• Payment Allocation Scenario - Against Sales Orders/AR Invoices
• Payment Allocation Scenario - Against GL Journals
• Dunning
• Commission Management