AR Part 2: Adjustments and set up in Accounts Receivable

This course covers the essentials for keeping your AR accounts in order. In addition to showing you how to make corrections, receipt foreign currencies and the required month/year-end reports we will also show you how you can save time by setting up memo lines, sales persons and receivable activities for your department.

Departmental staff who raise sales invoices and receipt monies.

Before attending this course, please ensure you have booked onto and completed the online course; AR Part 1: Getting Started in Accounts Receivable. https://www.training.cam.ac.uk/course/fin-ar1

Number of sessions: 1

• Setting up Salepsperson(s)
• Creating Memo Lines
• Correct errors and raise credit notes
• Setting up Receivable Activities
• Foreign currency receipting
• Banking Procedures
• Month end reports

How to make corrections, adjustments and set up relevant acticities in the Accounts Receivable module.

Demonstrations and Practicals

Lunch is not provided.

One half day session

Once an academic term