📄️ AR-02 Transaction List
The AR Transaction List is basically the same as the first report that prints during the AR Posting. This report can be used to preview the transactions being posted, although most people prefer to run AR Post Transactions with the preview option checked, which provides the same information.
📄️ AR-06 Aged Trial Balance
This is the primary report for the accounts receivable as it shows details on deposits held and money owed by customers. This report is also used to balance to the General Ledger as part of the month end procedure.
📄️ Emailing Customer Statements
Location: Tools > System Maintenance > Variables > Accounts Receivable > Statements tab