When you set up AR Aging alerts, Vision notifies specified employees when a project(s) reaches certain accounts receivable criteria. For example, you can create an alert that notifies employees when Vision finds invoices between 20 and 60 days old and over $2,000. This alert is triggered by the process server.
If the AR Aging alert returns a list of client records, clicking a client name displays the Invoice Review for that client. If the AR Aging alert returns a list of project records, the Project Review for that project displays when you click on the project name.
To set up AR Aging alerts, complete the following steps:
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From the Vision Navigation menu, click
.
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In the
Folders field on the Alerts Configuration form, select
Accounting.
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In the
Alert field, select
AR Aging.
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Select the
Active option to enable the alert throughout Vision; if no rules exist for this alert, the
Active field is disabled.
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Click
Options to select an existing alert rule or to create a new rule.
If a rule was already assigned to this alert,
<options selected> displays in this field.
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To remove the option for this alert, delete
<options selected>.
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Click
Save.