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Answer

Check Register for Receivables Menu

  • October 3, 2022
  • 3 replies
  • 123 views
N
Freshman I

Hi community team, 

We see there is "Check Register" screen in "Payables" menu. Is there also "check register" possibilities in "Receivables" menu?

Best answer by BenjaminCrisman

Hi @nurul74 ! The Check Register is for locating and reviewing checks printed from AP module as this is the only module which will account for using the company check book to pay vendors.

If you do as @manikantad18 said, this will add the screen to the Receivables menu but it is still an AP screen and functions around AP roles.

I’m not sure I understand the need for a receivable check register, this would be to keep track of Customer checks?

You can use the Customer Details inquiry to track customer payments, but maybe some clarification on what is the need for Check Register to appear in Receivables?

3 replies

Manikanta Dhulipudi
Captain II
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Hi @nurul74 

Please give the receivable option in the site Map for check register

 

 

Navigate to Site the map and search for check register and select the receivable menu from the drop drop-down to save the record

Thanks

Acumatica Functional Consultant & Customer Experience Supervisor
Kandy Beatty
Chris Hackett
N
BenjaminCrisman
Acumatica Employee
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  • BenjaminCrisman
  • Acumatica Support Team
  • Answer
  • October 3, 2022

Hi @nurul74 ! The Check Register is for locating and reviewing checks printed from AP module as this is the only module which will account for using the company check book to pay vendors.

If you do as @manikantad18 said, this will add the screen to the Receivables menu but it is still an AP screen and functions around AP roles.

I’m not sure I understand the need for a receivable check register, this would be to keep track of Customer checks?

You can use the Customer Details inquiry to track customer payments, but maybe some clarification on what is the need for Check Register to appear in Receivables?

Chris Hackett
N
Laura03
Captain II
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  • Laura03
  • Captain II
  • October 3, 2022

Hello,

The AR Register and AR Register Detailed reports can be filtered for Payments. This will produce a Payments Register for your customers, more or less.

 

~ Laura Barber, WM Synergy
Chris Hackett
N
J
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