OpenPro Application Guide Accounts Receivables (AR)
Chapter 3: Using Accounts Receivable
Introduction
This manual provides the information you need to learn and use OpenPro.com Accounts Receivable.
Organization
The next chapter is a guide to daily operations. It explains how you use OpenPro.com Accounts Receivable to perform various daily, weekly, and periodic tasks.
After the guide, the next few chapters give instructions on entering basic information to set up your package according to your needs and to prepare you for daily operation.
Next are chapters that you will use most frequently. They describe how to use OpenPro.com Accounts Receivable on a daily basis.
The last few chapters describe selections that are used periodically, including such selections as closing a period.
Additional information such as defining multiple companies, passwords, advanced features, and file recovery utilities, can be obtained from the Installation and System Guide (ISG).
How to Use This Manual
Each chapter of this manual provides instructions on how to use a particular selection of your software.
The instructions include many examples. In fact, you can go through the manual and enter the examples shown in each chapter. This demonstrates the capabilities of your new software. Each chapter has sample printouts of the information entered. Do not attempt to do the examples on a production system.
If you use the multi-company feature, you can reserve a test company for experimentation. If not, either do all your experimentation before beginning routine business use of the system, or else back up all your data before your training sessions and restore it afterwards.
Before entering the examples, either initialize the data files before you begin entering your actual business information, or load demonstration data as described in the ISG. When you <initialize> a file, you “clear out all information you have entered” for that file. After initialization, you restart with this chapter and enter your actual business information. Initialization is described in the “File Initialization” appendix at the end of this manual.
Help
You can press the <Help> key at any time for on-line help about a task or selection you are currently using.
The Menus
A <menu> is a list of items from which you can select. Selecting items from a menu on a computer is the way you tell your computer what you want to do. The menu is fully customizable by your system administrator.
If you have been using previous versions of OpenPro.com software, you are familiar with the way those menus worked. Selecting something from one of those menus either allowed you to perform an action or brought you another menu from which to make another selection.
To Start OpenPro.com Accounts Receivable
Open up a browser and put in the address of your server/OpenPro Your login You are always asked to enter your login information (username and company ID).
Password
You may be asked to enter your password. If so, enter your password. The characters you type will be encrypted on your computer screen. Remember to press <Enter> after typing your password. Refer to the “Using Passwords” chapter.
Multiple Companies
If you have set up your software to process information for more than one company, you are asked to enter an identifying code for the company you wish to use.
