To use an Accounts Receivable register:
1. Open a register from the Accounting menu by selecting Use Register for the desired account, say accounts receivable.
2. Web Suite displays all the A/R transactions in the grid. To record a new transaction, enter a transaction Date and Invoice Number.
When
you enter invoice details, Web Suite pre-fills the Type with ‘Invoice’
or ‘MNLINV’. For payments, it displays ‘Payment’.
3. Enter other data—Project ID, Item (Service or Expense), Units (number of service hours or expense units), Rate per unit, etc.
4. To view the details or change a transaction, select its row and click the Edit Transaction icon at the end of that row. It takes you to the source screen, depending upon the transaction type (Manual Invoice, Payment or Invoice Review).
5. When you have finished, click Save.