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.