Enterprise Receivable
SetupYou can create accounts Receivable at the enterprise level, and associate one or more locations with these Receivable accounts. When entries are made on these accounts at the location-level, they go against the enterprise general ledger.
In this article, you'll find instructions for adding, editing, and deleting enterprise accounts Receivable. All other aspects of managing enterprise accounts Receivable are similar to the procedures for single-location accounts receivable.
Watch the following videos as a supplement to reading this article:
To access this feature, do the following:
Click on the Enterprise Setup button in the Home ribbon.
In the left window pane, find the Accounting > Accounts Receivable node beneath the Enterprise Setup folder.
Access the Enterprise Accounts Receivable feature, as we explain in the first section. Then follow the steps below for editing, adding, or deleting a Receivable account.
Search for and select a specific Receivable account, as we explain in the section above.
Click the Edit button in the ribbon to display a popup containing the details of the account, as shown in the figure below.
Edit any of the information on the three tabs: General, Associated Contacts, and/or Location.
Follow these steps to create a new Receivable with a contact:
Click the Add button in the ribbon to open the Receivable Account popup.
If you only want to create a basic Receivable account with no contacts, check the second box and continue to the next subsection.
To create a Receivable account with a contact, check the first box and then click the Next button to move to the next panel.
Enter the Contact information, and then click the Next button.
Enter all of the information for the account on the General tab.
To add a location: click on the Location tab, click the Action drop-down button, then click Add.
Search for the location, then click the location in the listing. Hold the Shift key and click with the mouse to choose multiple locations. Click OK to close the popup.
Click the Save button to close the account popup and commit your changes.
Follow these steps to create a Receivable account without a contact:
Click the Add button in the ribbon to open the Receivable Accounts popup.
Check the second box to create a bare Receivable account and click the Next button.
Enter all of the information for the account on the General tab.
To add a location: click on the Location tab, click the Action drop-down button, then click Add.
Search for the location, then click the location in the listing. Hold the Shift key and click with the mouse to choose multiple locations. Click OK to close the popup.
Click the Save button to close the account popup and commit your changes.
Later, you can add contacts by following the instructions in the next section.
You can associate one or more contacts with a Receivable account, which gives you the flexibility of having multiple suppliers posting to the same Receivable account.
Follow these steps to associate a contact with a Receivable account:
Access the Enterprise Accounts Receivable feature as given in the instructions of the first section.
Search for and select a specific enterprise Receivable account.
In the Receivable Account popup, click the Associated Contacts tab (see the figure below), which lists any contacts which already have an association with the account.
To associate another contact, click the Add button.
In the Contacts window, add a new contact–or search for an existing contact.
After choosing a contact, click the Save button in the Receivable Account popup.
Follow these steps to associate a contact with an enterprise Receivable account:
Access the Enterprise Accounts Receivable feature as given in the instructions of the first section.
Search for and select a specific enterprise Receivable account.
Click the Delete button in the ribbon.
Type "yes" into the field and click OK to confirm the deletion.