How do I enter an AR Transaction in CCH Axcess™ Practice?
Follow the steps below to enter an Accounts Receivable Transaction:
- From Application links, select Accounts Receivable>AR transactions.
- Select Entry type from list: Payment, Credit Memo, Credit adjustment, Tax Write-off, Write-off, Debit memo, Debit Adjustment or Misc charge.
- Select Distribution method from list. We suggest Auto-distribute and Review.
- Choose the Bank from the list.
- Enter a Deposit/Transaction date.
- Choose a payment method from the list.
- Select Client or invoice and enter the appropriate information.
- Enter the amount.
- Reference field, Check/reference field and description field do not have to be filled in.
- Depending on the Entry type, select Distribute or Save.
- If you select Distribute click the check mark next to the charge that the AR transaction is to be distributed to and the select OK.
- The transaction will drop to the Grid below to be posted.
| Solution Id | 000172264/sw28436 |
|---|---|
| Direct Link |
