Use this page to perform the following actions:
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Search for and list receivable records.
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Review a receivable's Receivable Ledger record.
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Initiate the procedure for adding a new receivable.
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Access and change an existing receivable.
Menu Path: Fund Accounting > Entry & Processing > Receipts > Post Receivables
For step-by-step procedures on the following, refer to the sections indicated:
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To add a receivable, click Add New. For details, refer to Post New Receivable Page.
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To update a receivable record, complete the procedure below, select the receivable in the List section, and then click OK. For details, refer to Change Receivable Page.
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To reset the fiscal year, period, or transaction date, use the Set Period item on the page's Action Bar. For details, refer to Resetting Periods.
Listing and viewing receivables
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Select Fund Accounting > Entry & Processing > Receipts > Post Receivables to display the Post Receivables page.
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In the Search Criteria section, enter criteria identifying the records to list, and then click Find. To run an advanced search, use the Advanced button.
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To view details on a receivable, select the receivable in the List section. Its data displays in the section at the bottom of the page.