Managing Profile AR Accounts

Prerequisites for Managing Profile AR Accounts

You can create and manage profile AR Accounts if AR Account Tasks are assigned to your Role.

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 and click Search.

3. Select the profile from your search results, click the I Want To . . . action, select Accounts Receivable, or open the profile and click the Accounts Receivable link in the 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 and click Search.

3. Select the profile from your search results, click the I Want To . . . action, select Accounts Receivable, or open the profile and click the Accounts Receivable link in the 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 and click Search.

3. Select the profile from your search results, click the I Want To . . . action, select Accounts Receivable, or open the profile and click the Accounts Receivable link in the Profile presentation.

4. Enter to select the property and click Search.

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