Accounts Receivable Options Home | FAQs & Troubleshooting

 

Window Details
	Navigation
	Overview
	Fields

 

How Do I...
	Set Up Accounts Receivable For a New Company		Set Up Posting by Division in Accounts Receivable
	Recalculate Aging		Set Up Credit Card and ACH Payment Processing
	Print a Report, Listing, or Form

 

Related Topics
	Division Maintenance		Segment Substitution FAQs
	Accounts Receivable Sales Tax Report		Customer Numbering Methods
	Bill To Customer Maintenance

 

Navigation

Select Accounts Receivable Setup menu > Accounts Receivable Options.

For new companies, you can access Accounts Receivable Options only after completing the Accounts Receivable Setup Wizard.

Overview

Accounts Receivable Options presents a series of options allowing you to maintain features most appropriate for your business. Some of these options are defined during new company setup using the Accounts Receivable Setup Wizard, but they can be further maintained in this window.

Fields

 

1. Main
Accounts Receivable Divisions	Current Fiscal Year
Allow Entry of Expanded Customer Numbers	Current Period
Cost of Goods Sold	Sales Tax Reporting
Sales Journal in Detail	Track Job Cost Retention Receivables
Cash Receipts in Detail	(Integrate with) General Ledger
G/L Segment to Post A/R Sales	(Integrate with) Bank Reconciliation
Default Invoice Display	(Integrate with) Job Cost
Display Invoices with Zero Balance
2. Additional
Open Item or Balance Forward Days to Retain Paid Invoices Retain Temporary Customers with Paid Invoices Age Invoices By Aging Categories to be Used Aging Categories Apply Changes to Repetitive Invoices Salesperson Commission Reporting	Commissions Paid on Paid Invoices Only Calculation Based On Update Commissions to Other Modules Computation Method Aging Category for Calculation/Days Past Due for Calculation Exclude Existing Charges from Calculation Standard Charge Rate/Amount Minimum Balance to Apply Charges Minimum Charge to Apply
3. Credit
Credit Limit Checking	Aging Category Balance Exceeds Amount
Include Open Orders in Customer's Credit Limit	Automatically Recalculate Aging
Margin for Customer's Credit Limit Exceeded Warning	Number of Days to Recalculate Aging
Aging Category for Credit Limit Exceeded Warning
4. Entry
Description	Next Automatic Customer Number
Enable	Default Bank Code
Next Batch	Require Deposit Amount
Next Automatic Invoice Number	Allow Credit Cards / ACH Payments
Next Automatic Deposit Number	Days Before Credit Card Expiration
Auto Increment Customer Number
5. Printing
Print Sales and Cash Receipts Journals by Division	Print Tax Detail on Sales Journal
Page Break Cash Receipts Journal by Deposit	Print Invoices
Print Tax Journal in Detail	Print Customer Statements
6. History
Customer Changes to Track	Retain Comment Lines
Track Additions in Detail	Search for Invoice by Lot/Serial Number In
Years to Retain Cash Receipts History	Years to Retain Customer History
Retain Deposit Transaction History	Years to Retain Salesperson History
Retain in Detail	Include Sales Tax and Freight
Retain Deleted Invoices
7. National
Enable Bill To Customer Reporting	Default Credit Limit Setting
Post by Bill To Division to General Ledger	Default Bill To Address Setting
Print Sold To Customer Number on Bill To Statements	Default Customer Pricing Setting
Track Customer Sales History in Accounts Receivable By	Default Terms Code Setting
Default Credit Hold Setting