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Accounts Receivable Use Cases
The ability to manage your customers’ orders and the related documents is essential both to your Customer Service and cash flow. In the event the original data is transposed as it’s entered into your ordering system, a quick reference of the original Purchase Order is just a few clicks away.
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Managing your customer deliveries in GlobalSearch C2 for Business Essentials
Accounts Receivable Filing Structure
Accounts Receivable documents are filed in GlobalSearch C2 for Business Essentials using the following Index Fields. These allow you to catalog your records in a standardized manner for easy retrieval.
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* The list of AR Record Types can be easily modified to fit the needs of your organization.Click here to learn more about editing Picklists.
Accounts Receivable Searches
Below is a list of the searches which have been specifically designed for the Accounts Receivable practice area along with common use case scenarios for each.
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AR Records to Be Indexed - By selecting this search, the system will return all documents that are missing key data fields like Vendor Name. This is most commonly used for finding documents that have been scanned but have not yet been indexed.
Accounts Receivable By Type - Like in the Accounts Payable Archive, searching for Accounts Receivable documents by type allows you to view all of the records associated with a transaction and have them presented in a “tabbed” interface that separates them into document types. Natively these types include your customers’ Orders, the invoice you sent the customer, your Signed Delivery Receipts and the Payments received against these orders.
Orders By Customer - To find all of the transactions for a customer, simply enter part or all of their company name. A complete list of all Accounts Receivable related documents will appear which can be sorted to your preference. This Search does not present the documents in a tabbed interface to allow for updates or bulk edits to the index data.
Orders In The Last 30 Days - For a quick view of all of the Orders received in the last 30 days, simply run this Search. As a “static” Search, you are not required to enter any information. GlobalSearch C2 will simply look for any orders with a date in the last 30 days and return them to the user.