Accounting Tools Menu

Keyboard shortcut: Alt+A

 

The Accounting Tools menu contains a list of tools specific to accounting functions.

 

Figure 118: Accounting Tools menu

 

The following table describes the options available within the Accounting Tools menu.

 

Option

Description

Recurring Billing Management

Recurring Billing Management (Alt+A+R)

Opens the Recurring Billing Management screen where a user can view past billing invoices and generate a new billing run.

Commission Statement Management

Commission Statement Management  (Alt+A+C)

Opens the Commission Statement Management where a user can view past commission statement runs and generate new ones.

Customer Statement Generation

Customer Statement Generation  (Alt+A+S)

Opens the Generate Statement screen where users can generate new statements for customer billing.  See Customer Statements for more information.

Customer Statement Reprint

Customer Statement Reprint  (Alt+A+U)

This function opens the Reprint Statements screen allowing a user to view details of previous customer statement runs and statements.

Dynamics GP Order Inquiry

Dynamics GP Order Inquiry  (Alt+A+D)

This function opens the Dynamics GP Order Inquiry screen allowing a user to view document and distribution data from Microsoft Dynamics GP for a specific order.

Advance Processing

Advance Processing  (Alt+A+A)

Opens the Advance Processing screen where a user with appropriate security privileges can generate advance transaction.

AR Collections Inquiry

AR Collections Inquiry (Alt+O)

Selecting this option opens the AR Collections Inquiry window allowing you to view collections data on one or more customers at a time, and more.