User Guide

Changes and New Features in Accounts Receivable
What's New in Version 5.6 15
There are some differences between the new inquiry features in Accounts
Receivable and similar features in the earlier AR Inquiry forms. These
differences are summarized in the online help.
Improved Display of Documents in Receipt Entry
The Receipt Entry form lets you display documents by original document
number, making it easier to apply customer payments to retainage
invoices.
The AR Options form lets you select Original Document Number as the
default order for open documents displayed on the Receipt Entry form.
Ability to Sort Printed Refund Checks
A new Sort Checks By option, on the Transactions tab of the A/R Options
form, lets you specify the order in which to print batches of refund checks.
You can now print refund checks by:
• Transaction Entry Number
• Customer Number
• Payee Name
• Payee Country
• Payee Zip/Postal Code
Enhanced A/R Reports
We have updated and enhanced three important reports in version 5.6:
• AR Statements.
We have updated the layout and organization of the
Customer Statements report, which is now easier to read and
understand. For example, we have removed the little-used tear-off
portion of the statement. The remaining columns in the body of the
statement are now wider, and can accommodate longer entries.
On Balance Forward statements, we have removed the balance
forward amount from the statement body. The previous balance is now
presented in a new section at the bottom of the statement that also
shows the credits and new charges since the last statement, as well as
the new balance.
• Aged Trial Balance. New options for the Aged Trial Balance and the
Overdue Receivables reports let you:
− Sort transactions by transaction type for each customer.
− List adjustments separately from the transactions that they were
applied to. When you select Adjustment (in the Select Transaction