View Receivables And Collections

This screen displays all the outstanding invoices for both projects and customers. The information that displays in the table window is driven by the number of days outstanding as entered in the Days Outstanding field.

The information that displays on this screen is stored in the Accounts Receivable History tables. If you want to enter or modify information that is displayed on this screen, use the Manage Accounts Receivable History screen. The modifications made directly into the Manage Accounts Receivable History screen do not update the General Ledger or Project Ledger balances.

You normally use the View Receivables and Collections screen after you post all of the cash receipts and billings for the accounting period. This screen displays only invoices that have a balance due of greater than zero and invoices that have been outstanding for at least the number of days entered in the Days Outstanding field. It does not show invoices or cash receipts that have not been posted.

Note: Org security can be applied to this function. This optional feature allows you to grant or remove rights to view and/or update specific organizations to users. To do this, you must first set up the necessary organizational security screens in Costpoint System Administration. You can then activate organizational security through the Manage Users and Configure System Settings screens in that module. For more information about organizational security and how to apply it, see the documentation about Organizational Security in Costpoint System Administration.