Accounts Receivable System (ARS)

Features Added on ARS

The features added on ARS are:

New Navigation ‘Payment History’ Added in ARS

Payment history is a record of past financial transactions, especially in relation to any unpaid debts or other financial commitments. Users are able to view the payment history of customers along with other information. It displays the record of overall pay history record in one place by open accounting period.

Users can easily search records by customer name, customer ID, reference, date wise (AR batch date, organization payment date, Invoice payment insert date, AP), and amount (organization payment, invoice payment).

Clicking on the eye view users can redirect themselves to the customer detailed page.

Users can edit organization payment-related information by clicking on the vertical ellipsis icon. Users are allowed to edit payment date and reference fields only.

Whereas users are allowed to access edit only based on the property set.  An option property is added at person level as ‘AllowEditOrganizationPayment’ and default values are set as TRUE and FALSE. By default, the value is FALSE. When the value is set to TRUE users can view the Edit action and when set to FALSE they will not have access to edit organization payment.

Users can click on the ‘Add’ action and view the Invoice and Adjustment of the customer.

Clicking on the Invoice tab ‘Eye View’ action users can redirect themselves to the Invoice detailed page.

Whereas in the Adjustment tab, users can Add and Refresh the Adjustment. Users can access the Add icon based on the ATM: Option property set. The same option property works for both Add and Edit action ‘AllowEditOrganizationPayment’.