Accounts Receivable Adjustment

The following videos are intended for those working in an Accounts Receivable role. 

Full Webinar Recording: We continue our look at A/R functionality in Beverage on the web with Adjustments. Inevitably, there are situations where you’ll need to make an adjustment to what’s been posted already, and we want you to be ready. Ellen Butler reviews the requirements for posting adjustments and walks through several examples, including NSF checks, corrections, and write-offs. She also shows you some inquiry options to review any adjustments that have been posted.

Q&A  Accounts Receivable Adjustments

Sections of the Webinar:

• A/R Workflow Review
• Payment Management
• Adjustments Overview
• Batch Process
• Adjustments During Payment Posting
• NSF Overview and Archiving Invoices
• Misapplied Payment
• Adjustment Write-Offs
• A/R Posted Batches
• TEst One

Other Related Articles:

• Accounts Receivable Basics Webinar
• Accounts Receivable Payment Management Webinar
• Accounts Receivable Imports Webinar

A/R Workflow Review

Review the Accounts Receivable workflow used to organize the different aspects of the A/R functionality.

Payment Management

Brief overview of payment and A/R adjustment postings. 

Adjustments Overview

Learn what an A/R adjustment is and the requirements of entering A/R adjustments in Beverage on the web.

Batch Process

Learn about the batch posting process.

Adjustments During Payment Posting

Walk through how to adjust off small balances during the payment posting process in Beverage on the web.

NSF Overview and Archiving Invoices

Learn how to process NSF adjustments. You will also learn about archiving invoices in Beverage on the web.

Misapplied Payment

Learn how to make connections to transactions that weren't applied accurately when they were initially posted. 

Adjustment Write-Offs

Learn how to complete write-off adjustments in Beverage on the web.

A/R Posted Batches

Learn about A/R Posted Batches in Beverage on the web.