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To view an AR/Cash activity

  1. Load a customer's record in the Customer Portfolio.
  2. Select the AR/Cash tab.
  3. Double-click the gray box to the left of the Date field to open the Transaction Ledger.
  4. Review the transactions, and then click OK.
  5. Click Aging on the AR/Cash tab to open the AR Aging window.
  6. Review the information on the AR Aging window, and click OK.

See Also

Viewing AR/Cash Activity Records

Manage customers window - AR/Cash tab


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