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AR: AR Activity Tab

Make the following menu selections to display this tab:

eFinancials—Reports—AR Reports—AR Activity

Use this tab to print an accounts receivable activity report.

ClosedReport Description

This report shows A/R activity, as of a specified date, for month to date or year to date. You can choose to show billings, receipts, or both. Activity is reported in date order, and includes date of activity, customer name and code, billing and receipt numbers, due date, description, amount, and PropertyCompany.

 

ClosedTo Print the Report

  1. From the eFinancials menu, select Reports—AR Reports—AR Activity.
  2. Click Select PropertiesCompanies. Select the PropertiesCompanies for which you want to print the report and click Save.
  3. From the As of date field, type the start date for the report. Or, use the Calendar icon to select a date.
  4. Select the MTD radio button for Month To Date. Or, select the YTD radio button for Year To Date.
  5. Select the check box for each type of transaction you want to include on the report: Billings, Receipts.
  6. Select one of the following report printing options:
  7. Click Print. If you selected Create Spreadsheet, you are prompted to open or save the report Excel file. Otherwise, the report opens in PDF format.

See Also

AR Reports Introduction

Reports Introduction

 

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