Note: AR account tenders are created in the POS admin tool.
Profile Tab
Select + Add from the AR Account Management homepage.
Fill out all required fields as indicated by an asterisk*
Account Code and Agency Name will autofill at top of page when entered.
Select or Deselect “No limit” & “Tax Exempt” checkboxes as needed.
Enter Tax Exempt Code if applicable.
Select Save
Upon Save, a new tab appears called “Customers”
Field | Definition | Field | Definition |
|---|---|---|---|
Account Code | Account code for the Agency, displays at top of page in parentheses upon entering (26 character limit) | Tax Exempt | Check box if the account is Tax Exempt. (Displays on POS) |
Agency Name | Agency Name, displays at top of page upon entering (80 character limit) | Tax Exempt Code | Enter Tax Exempt code (Displays on POS) |
Default Funding Start Date/End Date | Select start and end date from the calendar that appears upon selection within field. When this AR account is attached to a customer, these dates will autofill in. | Tender | Select from dropdown what type of tender this is Account is. |
Fund Type | Select from dropdown: Revolving or Expiring | Comments | (256 character limit). Comments entered here displays in the Accounts tab of the Customer profile of the associated AR account. |
Type | Debit or Credit | Contact Address | Address to contact the Agency |
Default Credit Limit | Enter the credit limit amount | Billing Address | Address to bill the Agency |
No Limit | Check box if the Account has no limit. (Only available if Credit is selected and removes the Default Credit Limit box) | Contact Phone | Contact Phone Number |
Default Account Balance | Enter desired default account balance. | Contact Email | Contact Email |
Customers Tab
In the customers tab, you are able to see the customers who utilize this account. You are able to Unlink and Link Customer.
When you select Link Customer a window will popup letting you search/select from a dropdown list of customers.
Enter in the Start Date and End Date will default in if entered in Profile tab. Otherwise enter here.
Enter the Credit Limit, this will default in if entered in Profile tab. Otherwise enter here. This will update the Remaining Funds.
If applicable, enter Customer Balance is editable and will update the Remaining Funds field to reflect this balance. This is how much the customer has spent.
Select OK to close window.
To Unlink a customer, highlight the customer you wish to remove, and select Unlink. A popup will ask you if you are sure you want to do this, if so, select OK to perform action. Otherwise Cancel.
Save
Transactions Tab
In Transactions Tab, it will show all transactions on this AR account.
Copy the Transaction ID to use Transaction Search in Reports to see more information about the transaction.Use the Start and End Date field to search within a date range.
Select Print to print or save to PDF your transaction data.
(Example)
Select Export (CSV) to download AR account transactions excel (see example on right).
Review data and you can move to the next tab, DCC’s
DCC’s Tab
In the DCC tab, you will be able to dictate what DCCs this AR Account can purchase.
Currently not available.
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