Viewing Accounts Receivables Year View

Use the Year View screen to view accounts receivables by month for the previous 12 months. You can view the information in graph or tablet format and in expanded or contracted size.

The bar chart graph shows net debits and unallocated credits. A trend line shows an account balance pattern over 12 months. The graph provides a legend for the color coded data. Select Debit, Credit, or Balance on the legend to isolate information on the graph.

1. From the OPERA Cloud menu, select Financials, select Account Receivables, and then select Manage Account Receivables.
2. Search for an Account Receivables account.
3. Select the account.
4. On the Manage Accounts Receivables screen, in the Accounts Overview section, under Accounts, click Year View.
   By default the data appears in a graph format, to see the data in table format, click the vertical ellipse icon, and select Table.

   • Graph - displays a bar graph of the net debits, unallocated credits, and a running balance trend line.

   • Table - displays monthly line items in Period, Debit, Credit, and Balance columns.