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Accounts Receivable History Report
The Accounts Receivable History Report allows you to see money owed by a customer as of the selected date. It is broken down by customer type, date, contract number, name, and account key. This report is only available for our Elite and Expert users on a SQL database. If you are on our Expert JET database you will not have the ability to run this report.
Topics in this article include
Getting there
Expert (SQL): Program Menu > Accounts Receivable > Accounts Receivable Report
Elite: Right Menu > Accounts Receivable
Generating the Accounts Receivable History report
1. To generate, follow the above path to get to the Accounts Receivable Menu.
Above is the Accounts Receivable Menu found in our Expert program.
2. You will then be prompted to select a date for your report.
3. Your report will generate as follows:
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