A / R Management







Previous Topic  Next Topic 

The A/R Management components of the AWARDS BillingBuilder are used to perform accounts receivable-related data entry and report viewing tasks.

Required Permissions

The BillingBuilder's A/R Management components are available to users with the following permissions:

Display Executive Administration Buttons - OR - Display Fiscal Buttons (only required if you are not a member of the "Fiscal Staff" or "Executive Officer" user groups)

  NOTE:  Permissions are assigned using the Permissions Maintenance feature.  If you do not have access to that feature and need a permission listed here, please contact your supervisor or your local Help Desk for assistance.

Click-by-Click Instructions

Viewing a Future Billings Report - Learn to generate a report of invoices specified for re-billing and/or those that were initially ineligible.

Locating Future Billings in Unposted Batches - Learn to locate invoices that have been re-billed but where the invoice batch has not yet been posted.

Making Manual Payments and Adjustments - Learn to enter payments and adjustments information for clients.

Viewing a Pending / Expiring Receivables Report - Learn to view a read-only pending/expiring receivables report.

FootholdConnect Event Recordings

  NOTE:  Recordings marked with a red asterisk (*) were made prior to deployment of significant AWARDS enhancements and do not reflect those changes; however, the overall content is still relevant and useful.

User's Conference Continued - Pruning Your A/R and Reporting Process (1 hr 4 min) * - June 2016

Learn how to refine your agency's billing posting process to provide more accurate financial reporting.  In this session from our 2016 EXPO we provide an in-depth walk-through of fiscal periods functionality and management in the AWARDS BillingBuilder module to provide clarity on the direct linkage to sound reporting.  We also discuss various BillingBuilder reporting options to illustrate how data can be obtained and exported from AWARDS.

  https://demodb.footholdtechnology.com/help/?11251