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Open Your Accounting Package

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Export Your A/R Connection Report

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Confirm Setting in Setup A/R Connection Portal

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Upload the Saved A/R Report

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Edit Individual Messages in Outbox

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Automatically Send Messages Out

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A/R Connection Reports

Run a variety of reports.  Each report offers a different perspective as to what activities are taking place within the multiple features of the system.
    • Select the date range the report should cover.  (Dates can be selected either by typing in the dates or by clicking on the calendar.)
    • Next select the report type, in the right column and click on the Run Report button.
    • Once a report is produced, it can either be saved (PDF), exported (CSV), or printed.
     
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