SF Employee and SF City Partner Support

Create 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 memo...

Enter Deposit and Payment Information Purpose: This document provides instructions on how to enter deposits and payments and apply them via Direct ...

Finalize a Payment Worksheet Purpose: This job aid covers the steps to approve a Payment Worksheet. Approve the Payment Worksheet Step 1: O...

Post a Maintenance Worksheet Purpose: This job aid covers the steps to finalize a Maintenance Worksheet.  The maintenance worksheet ...

High Level overview of Customers and Revenue functionality in PeopleSoft

Description This solution article covers how to create an OA (On Account) Step 1) On the Financials homepage, click on the Receivables & Dep...

Using the Receivables WorkCenter: Purpose: This job aid covers setup and utility of the Receivables WorkCenter.   * To use th...

Create a Dunning Letter Purpose: This job aid will provide step-by-step instruction for how to create a Dunning Letter.  Step 1...

How to Transfer Items:  Purpose: This job aid covers how to Transfer Items from one Customer to another using Transfer Worksheet.   * Note - to...

  Reverse a Direct Journal Purpose: This document provides instructions on how to reverse a Direct Journal, for example in the case of a ret...