ROMAINE ELECTRIC'S DIRECT LINK TUTORIAL

AR LOOKUP - ACCOUNTS RECEIVABLE LOOKUP

    This unique feature incorporated with Direct Link allows you to display and view certain aspects of your account.
For those accounts with multiple locations and stores, you must be logged into the main account in order to
properly access and view this screen.

Look at FIG 23 above. Most of it is self-explanatory.  Note you can view your account aging and account balance.
Other cool features include the search functions for invoices, payments and all transactions.  These can be used
to located and print lost invoices, figure out what was on a particular invoice/P.O., find payment dates, view
and print invoices, statements and more.

******   CURRENTLY ONLY THE SEARCH TRANSACTION FEATURE WILL DISPLAY ALL INVOICES  ******
***   THE SEARCH INVOICE FUNCTION WILL NOT PROPERLY DISPLAY ALL INVOICES AT THIS TIME  ***
***   THIS SEEMS TO BE LOCALIZED TO ACCOUNTS WITH MULTIPLE LOCATIONS AND WILL BE   ***
***   RESOLVED SHORTLY  ***

Experiment with all the searches and see the wealth of AR information now at your fingertips.

 

 RETURN TO TUTORIAL                                            HOME