Managing Profile AR Accounts

Prerequisites for Managing Profile AR Accounts

Viewing Profile AR Accounts

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.

Adding Profile AR Accounts

You can create multiple AR Accounts for a profile; each with a different AR Address.

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.

   1. On the Account Setup panel, enter the details. See Managing Accounts Receivables Accounts .

Managing Profile AR Accounts

Note:

In multi-property operations you can distribute AR Accounts to other properties from a Hub location. For more information, see Managing Accounts Receivables Accounts

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 .