Adding Traces to Accounts Receivable Accounts

You can add traces to accounts receivable accounts to track action items or requests. Afterwards, you can mark traces as complete. Traces provide an action description and completion date.

1. From the OPERA Cloud menu, select Financials, select Account Receivables, select Manage Account Receivables , and then search for accounts.
2. Select an account and click on the account number to go to Manage Account Receivables screen.
3. Select Traces.
4. Click New to create a new trace.
5. Date will be auto populated. Enter the Trace text, and then click Save.