Managing Profile AR Accounts

Prerequisites for Managing Profile AR Accounts
Users assigned to roles granted the AR Account tasks can also create and manage AR Accounts for a profile.

Viewing AR Accounts for Profile

  1. From the OPERA Cloud menu, select Client Relations, select Profiles, and then select Manage Profiles.

  2. Enter search criteria, click Search.

  3. Select the profile in the search result, click I Want To..., then click Accounts Receivable or open the profile and click the Accounts Receivable link in Profile Presentation.

  4. Enter to select the property and click Search.

Creating AR Account for Profile

  1. From the OPERA Cloud menu, select Client Relations, select Profiles, and then select Manage Profiles.

  2. Enter search criteria, click Search.

  3. Select the profile in the search result, click I Want To..., then click Accounts Receivable or open the profile and click the Accounts Receivable link in Profile Presentation.

  4. Click New.

  5. On the Account Setup panel, enter the details. See Managing Accounts Receivables Accounts .

Managing AR Account for Profile

  1. From the OPERA Cloud menu, select Client Relations, select Profiles, and then select Manage Profiles.

  2. Enter search criteria, click Search.

  3. Select the profile in the search result, click I Want To..., then click Accounts Receivable or open the profile and click the Accounts Receivable link in Profile Presentation.

  4. Enter to select the property and click Search.

  5. Select the AR Account in the search result and click Manage. See Managing Accounts Receivables Accounts .

Parent topic: Managing Profiles