Receivables

Dashboard

The Dashboard gives you a quick view of whom owes you money and allows you to identify and filter by older receivables quickly and efficiently.

Filtering

• Balance by Age - The pie chart shows aging of your receivable amounts, and you can click on each slice to filter down to just those receivables.
• Balance by Entity - The entity column shows you who owes you the most money, and clicking an entity quickly filters to just their receivables.
• Balance by Account - The account column shows receivable balances in each of your accounts, and clicking an account will show you all receivables in that category.

Receiving from Accounting

From the Dashboard

You can receive payments via the Dashboard by checking off items on the left-hand side you want to receive and then clicking Receive Selected.

New Transaction

If you go to New Transaction > Receive, you can check the items you want to receive in the open transactions section.

Receiving from Items

Items you can receive money directly in are Deals, Tickets, and Loans. In each of these Items, payments can be recorded in either the Finance or Payment tab.

• Deals Payments
• Service Payments
• Loan Payments

You can also use the Accounting Panel in each of these items to receive money.

Reports

The easiest way to understand your open receivables and aging is through the Dashboard, but if you need a printed report, the below options can help:

• Receivable Aging Summary by Entity
• Receivable Aging Detail by Entity
• Receivable Detail