Add Manual Accounts Receivable

Select More from the Dashboard sidebar menu.

Select the Local Companies link from the expanded sidebar menu.

Note that this link will open in a new tab or window, as indicated by its icon.

A Company and Direct Bill > Dashboard panel opens in the new tab or window.

Select Accounts Receivable.

Select the Accounts Receivable tab in the sidebar menu. The Accounts Receivable page loads.

On the Accounts Receivable tab, select the applicable company.

The Accounts Receivable Details page loads.

Select Manual AR.

The Manual AR popup activates.

Enter the Amount and remarks (optional), then select Save.

When a line item of the forced account is saved, a receivable will be generated on the Accounts Receivable Details page.