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