Monitoring Receivable Payments for Brazil
After you process receivables with Brazil Banking Integration, you can monitor the status of their integration and of their payment.
To monitor receivable payments for Brazil:
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Go to Transactions > Bank > A/R Monitor for Brazil.
The Accounts Receivable Monitor for Brazil page opens.
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Define filters to search for receivables.
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To filter receivables associated with a specific customer or transaction number, in the Search field, enter the name of the customer, or the number of the transaction.
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To filter transactions and installments associated with a specific subsidiary, in the Subsidiary field, select the subsidiary.
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To filter transactions and installments associated with a specific payment method, in the Payment Method field, select the method.
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To filter transactions and installments with a specific integration status, in the Status field, select the status.
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In the Period field, select a start and end date to search for receivable payments due within the defined period.
If you don't set the optional filters, the page lists all the receivables in the date range.
After you set the filters, NetSuite automatically searches for the receivables that match the criteria.
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Review the results.
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To check when the information in the page was last updated, verify the time stamp at the top right corner of the page.
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To update the information in the page based on the filters you set, click Refresh.
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To open the payment instrument, click the link in the A/R Payment Instrument column.