How To Setup and Install Accounts Receivable

NOTE: Times are estimated and could vary up or down based on complexity.

AR Setup Steps	Description	Help Manual	Tutorial Video	Templates / Docs	Customer Est. Time	Consulting Est. Time
1) Set Up Customers	In order to use AR, customers need to be entered and set up in the system.	...	...	...	1 hr for Import 2-8+ Hours for Setup	As needed
2) Set Up Items	AR activity is focused around item. Items determine the gl accounts, inventory impact, pricing, etc. when invoicing	...	...	...	1 hr for Import 2-8+ Hours for Setup	As needed
3) Set Up Pricing	Pricing is set up primarily in Item Setup. If Special Pricing is active, set up can take place in Customer as well.	...	...	...	1-8+ hrs	As needed
4) Set Up Taxing	Taxing is set up primarily in the common info section. Once taxing is setup, taxes are established for each item, and special taxing circumstances can be assigned to specific customers	...	...	...	1-8+ hrs	As needed
5) Import Beginning So/Invoice Activity or Create Manual Entries	Current active AR/SO activity should either be imported or manually entered into the system	...	...	...	1-8+ hrs	As needed
6) Training on AR/SO/Payments	Training on the actual transnational activities	...	...	...	1-4+ hrs	As needed
7) Reporting	Setup and training of AR Reporting	...	...	...	1-4+ hrs	As needed

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