Viewing Accounts Receivable Year View

Use Year View to see annual summary of an AR Account in table or graph format. The bar chart graph shows net debits and un-allocated credits. A trend line shows an account balance pattern over 12 months. The graph provides a legend for the color coded data. Select Debit, Credit, or Balance on the legend to isolate information on the graph. By default the data appears in a graph format, to see the data in table format, click Table.

1. From the OPERA Cloud menu, select Financials, select Accounts Receivables, and then select Manage Accounts Receivables.

2. Enter search criteria then click Search.

3. Select the AR account, then click I Want To. . . and select Year View.