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Created On: 04/01/2025
in New Features
Version 13.2 New Features
Release Guide: https://sgasoftware.com/downloads/Accounting-Release-Guide-v13.2.pdf
Recordings of AR demo sessions:
https://sgasoftware.com/downloads/videos/Review-of-Ne...
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SGA Accounts Receivable Training Guide
SGA Accounting includes an A/R application, which allows invoices and/or receipts to be recorded for individual customers and allows viewing the transaction history for each customer, similar to br...
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A/R System Settings
Accounts Receivable > AR Setup > Accounts Receivable Options
To set all settings applications to Accounts Receivable, use the Settings menu option and view the Accounts Receivable sub-menu.
A/R Ty...
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A/R Cash Un-Application
Accounts Receivable > Daily > Accounts Receivable Management > Cash Application
To un-apply applied A/R Credits to A/R Invoices, a menu option is Daily > Customer History or Customer Detail > Cash App...
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A/R Cash Application
Accounts Receivable > Daily > Accounts Receivable Management > Cash Application
To apply open A/R Credits to open A/R Invoices, the menu option is Daily > Accounts Receivable Management > Cash Applications . App...
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A/R Recurring Receivables
Accounts Receivable > Daily > Accounts Receivable Management > Recurring Receivables
Recurring Receivables
To enter A/R invoices or receipts to be recorded multiple times consistently, the...
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A/R Receipt Write-Offs
Daily > Accounts Receivable Receipts > Write off A/R Receipts
Write-offs
When an outstanding receipt no longer applies to any customer invoice and needs to be pulled out of customer credit, a w...
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A/R Receipt Entry Accounts Receivable > Daily > Accounts Receivable Receipts > Receipt Batches To enter A/R receipts, the menu option is Daily > Accounts Receivable Receipts > Receipt Batches . Any receipt batches that have not ye...
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A/R Invoice Write-Offs
Daily > Accounts Receivable Invoices > Write off A/R Invoices
When an outstanding receivable invoice is no longer collectible from the customer, a write-off is necessary to eliminate the receivable balanc...
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A/R Void Invoices
Daily > Accounts Receivable Invoices > Void A/R Invoices
When an outstanding receivable invoice is determined to be invalid, a void process is necessary to eliminate the receivable balance as well as the ass...