How to use Accounts Receivable Summary Report

Need instructions on how to use the AR Summary Report

• Enterprise ERP (powered by Munis)

• Accounts Receivable

• Reports

End user needs to know how to use the Accounts Receivable Summary Report. 

To use Accounts Receivable Summary Report follow the steps below,

1. Navigate to General Revenues > General Billing > Inquiries and Reports > Accounts Receivable Summary Report.

2. Click Define.

3. The following fields are required,

   1. Bill Year Range (Define the range of bill years to include in the report).

   2. AR Category range 1 (Determine the range of AR categories to include in the report).

   3. Select bills within (support recommends using Entry Date range and All Dates).

4.  The follow fields are optional,

   1. Activity Date Range (Use this to dial in on activity for a specific month or within a range of months).

   2. Specific Charges (Use this to dial in on specific charge groups or codes).

      1. Include only bills with select charges (Use this to select specific charge codes).

      2. Display only selected charges and/or groups in report.

   3. Special Conditions .

   4. Exclude unposted activity.

5. The Summary Report section can be used to change the column headers on the printed report. Support does not recommend making changes to these fields.

6. Click Accept.

7. Click Select. 

   1. The number of Records selected will be on the bottom of the page.

8. Click the action you would like to do with the report,
   

   1. Print - Print the report to your default printer.

   2. Display - Display the report to the screen.

   3. PDF - Display the report as a PDF option.

   4. Save - Save the report to the spool directory.