OpenPro Application Guide Accounts Receivables (AR)
Chapter 20: Accounts Receivable Summary
Introduction
With A/R Summary you can access all records or transactions made between yourself and any company in your database for any specific year.
To Begin:
To enter into A/R Summary you need to first select Receivables from the general menu. After that, click on A/R Reports and then A/R Summary.
The following screen will appear:
From here you are asked to fill in both search categories, listed as “Get Customer” and “Year”. Select a customer from a list in which customers are organized by their company name. After you do this, select a year from the pull down menu and click on “Go”.
After you click “Go” you will see the following screen:
Once you have entered this screen you are able to view all of the information regarding transactions made in that year with that customer.