Accounts Receivable
Creating a Pending Item
Purpose: This job aid covers the steps to create a pending item, which can be a customer invoice, a credit memo, a debit me...
Thu, Dec 26, 2024 11:48 AM
Entering Deposit and Payment Information
Purpose: This document provides instructions on how to enter deposits and payments and apply them via Dire...
Mon, Dec 23, 2024 11:10 AM
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
Posting a Maintenance Worksheet
Purpose: This job aid covers the steps to finalize a Maintenance Worksheet.
The maintenance workshe...
Fri, Dec 27, 2024 1:57 PM
High Level overview of Customers and Revenue functionality in PeopleSoft
Fri, Nov 15, 2024 4:22 PM
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:
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
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:
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
Reversing Direct Journals
Purpose: This document provides instructions on how to reverse a Direct Journal, for example in the case of a re...
Wed, Dec 18, 2024 11:59 AM