Create an Accounts Receivable Account (Video Transcript)
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In this video, you will learn how to create an accounts receivable account for a company.
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Let's get started. In OPERA cloud go to financials, select accounts receivable, and
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then select manage accounts receivables. You can search for an existing account or to create a new
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A/R account I click the I want to menu. And then click account. Now, I can search for the company
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profile or create a new company profile. In this example, I will search for a profile. I select
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company from the drop-down list. Next, I'll enter the company name and any optional information,
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then click search. Now, to select the profile click the row and then click select. Select
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the primary account checkbox to designate this account as the primary account for the company.
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Select the permanent account checkbox if this account is a permanent accounts receivables
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account. Permanent A/R accounts will not be purged when the account has a zero balance.
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Click the account type magnifying glass and select the account type from the list,
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then click select. Enter a unique A/R account number. If you want to include
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this account in batch statements, then select the check box include in batch statements.
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Next, click the address magnifying glass. I can edit delete or create a new address for this ar
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account. In this example, I click edit to add the name of the city and click save. Next, click the
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address and then click Select, and then click Save. Now, I see the A/R account setup for this
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profile. I can click the arrow to open the I want to menu, or I can click the account number to view
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the details for this A/R account. Now, to confirm this A/R account saved to the profile I must find
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the profile. Let's go to client relations, profiles, and then select manage profile.
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Next, click the I want to menu to see the list of recently viewed profiles. Then click the profile
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name. Now, on the profile, I see the number one next to the account receivables link indicating
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there is one A/R account for this profile. Click the account receivables link. Now,
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I can click manage and then the arrow to open the I want to menu. Click account to go to
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the A/R account and view an account overview and a list of actions for this A/R account.