Adding AR Traces
From the OPERA Cloud menu, select Financials, select Account Receivables, select Manage Account Receivables.
Enter search criteria, click Search.
Select the AR Account in the search result, click I Want To..., Traces or click the Traces link in AR Account Presentation.
Click New and complete the following:
Date: Enter the date for the trace.
Trace text: Enter the trace text / details.
Click Save.
Editing AR Traces
From the OPERA Cloud menu, select Financials, select Account Receivables, select Manage Account Receivables.
Enter search criteria, click Search.
Select the AR Account in the search result, click I Want To..., Traces or click the Traces link in AR Account Presentation.
Click + to expand the card and view trace details
Click Vertical Ellipse and select Edit.
Update details.
Click Save.
Completing (Resolve) AR Traces
To mark a trace as completed, once it has action had been taken:
From the OPERA Cloud menu, select Financials, select Account Receivables, select Manage Account Receivables.
Enter search criteria, click Search.
Select the reservation in the search result, click I Want To..., Traces or click the Traces link in AR Account Presentation.
Click Vertical Ellipse and select Resolve.
Deleting AR Traces
From the OPERA Cloud menu, select Financials, select Account Receivables, select Manage Account Receivables.
Enter search criteria, click Search.
Select the reservation in the search result, click I Want To..., Traces or click the Traces link in AR Account Presentation.
Click Vertical Ellipse and select Delete.
Click Delete to confirm.