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.

  1. 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.

  2. From the OPERA Cloud menu, select Financials, select Accounts Receivables, and then select Manage Accounts Receivables.

  3. Enter search criteria then click Search.

  4. Select the AR account, then click I Want To... and select Year View.

By default the data appears in a graph format, to see the data in table format, click 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.