AR Options Dialog Box

Use this dialog box to specify the aging date for invoices and aging columns that display in the Aged Accounts Receivable grid in Invoice Review and Project Review in the Accounting application.

The age of an invoice is the number of days between the invoice date and the aging date.

Location

To display the dialog box, complete the following steps:

1. From the Vision Navigation menu, click Accounting.
2. Complete either of the following:
   • Click Accounts Receivable > Invoice Review. On the toolbar of the Invoice Review form click Options.
   • Click Project Review. On the toolbar of the Project Review form, click AR Options.

Contents

Fields

Field	Description
Display Using	This field applies if you use multiple currencies in Vision. From the drop-down list, select a project's billing currency or project currency to use for displaying aged accounts receivable. You specify currencies for a project on the General tab in the Project Info Center. Options in the drop-down list are: Billing Currency Project Currency

Aging Date Section

Field	Description
Today's Date	Select this option to use today's date to age invoices.
Period End Date	Select this option to use the last day of your firm's current accounting period to age invoices.
Specific Date	Select this option to use a specific date to age invoices. Enter the date in the field beside this option. Click beside the field to open a calendar and choose a date.

Aging Grid

Use this grid to specify the number of days that make up aging columns for the Aged Accounts Receivables grid. Each column in the Aged Accounts Receivable grid shows the receivables that are a certain number of days old. Each row in the Aging grid on this dialog box represents an aging column in the Aged Accounts Receivables grid.

Aging Grid Toolbar

Field	Description
Aging columns drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display. Not all options are available on all grids.
Delete	Select a row in the grid, and then click this option to delete the row from the grid and remove the aging column from the Aged Accounts Receivables grid. You can delete any/all rows in the grid. If you delete all rows and no active row displays, click OK on the dialog box to close it. Then reopen the dialog box to display an active row and begin entering the aging columns.

Aging Grid Columns

The rows in this grid define the aging columns in the Aged Accounts Receivable grid. For each aging column (row), you identify the range of days for the aging column in the first and third columns in the grid.

Field	Description
First Column	The first column displays the beginning number of days in the range of days that make up an aging column in the Aged Accounts Receivable grid. Vision automatically prefills the beginning number of days in the first column, based on what you enter in the previous row's number of days in the third column. It takes the number of days in the third column of the previous row and increments it by one. The default entries in the first column for the first five rows are blank, 31, 61, 91, and 121 days, which you can change by making entries in the third column of the previous row. The entry in the first row, which defines the first aging column in the Aged Accounts Receivable grid, is always blank.
Second Column	Click in this field and from the drop-down list select one of the following operators that define the range of days you enter in the first and third columns: >=Days<= — Select this option if you want the aging column to include invoices whose age is greater than or equal to the number of days that you entered in the first column and less than or equal to the number of days that you entered in the third column. You typically use this operator for all aging columns except the last column. + — Select this option if you want the aging column to include invoices that are equal to and greater than the number of days that are entered in the first column in the Aging grid. You typically use this for the last aging column.
Third Column	Enter the ending number of days for the range of days that make up the aging column in the Aged Accounts Receivable grid. The number that you enter in this column is used for calculating the number to prefill the first column of the next row. Vision prefills the first column of the next row with the number in the third column, plus one.

Buttons

Field	Description
OK	Click this button to save the entries on this dialog box and return to the Invoice Review form or Project Review form.
Cancel	Click this button to return to the Invoice Review form or Project Review form without saving changes on this dialog box.