Traces - Accounts Receivable

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Accounts Receivable Traces are action items or requests that are attached to an Accounts Receivable account that require follow up or completion on or before a specified date. These traces can also be assigned to a specific department. When the trace has been fulfilled, it can be marked as completed.

Traces indicates that this account has Traces attached

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FAQs

How do I create a new Trace?

How do I edit an existing Trace?

How do I delete an existing trace?

Can I "reactivate" a trace that has been marked as completed?

How do I see completed traces for an account?

Accounts Receivables Traces screen Select the Show Completed link to show all traces that have already been resolved Select the Completed check box to indicate that this trace has been resolved The trace's action date (date on/by which the trace should be completed) Audit trail showing the created/completed date and the user effecting the change

Accounts Receivable Traces are tied to a specific date (can be used for action on or before a certain date), and can be targeted to a specific department for action. When the trace has been fulfilled, it can be marked as completed.

Each trace provides an "audit trail" showing

when the trace was created and which logged in user created it
when the trace was completed (resolved) and which logged in user resolved it