How to set AR Accounting Method

How to setup deferred revenue?

Cash vs Accrual Accounting.

How to change GL Impacts?

• Accounts Receivable Codes

• Setup and Admin

The Accounting method determines when and how  revenue is recorded and a GL impact is made. The two varying accounting methodologies available in Munis are represented; the Accrual Method which recognizes revenue received immediately and the Cash Method which utilizes deferred revenue account to offset unrecognized revenue. These two accounting methods are set up in the Accounts Receivable Codes program and then tied to individual Accounts Receivable Charge Codes. 

1. Navigate to General Revenue > Accounts Receivable > Setup > Accounts Receivable Codes

2. Click Search.

3. Enter the relevant AR code.

4. Click Update.

5. Choose either Cash or Accrual.
   

6. Repeat steps for each relevant AR Code. 

AR General Ledger Impacts

Please reach out to Tax support with any additional questions.