AR Accounts List

The AR Accounts List report displays a list of AR accounts.

Perform the following steps to generate the report:

Navigate to Reports ➜ All Reports ➜ AR Accounts List (under Accounting).

Select an Account Status field to display on the report:

Field	Description
Select All	Includes all account statuses.
Closed Accounts	Closed accounts are no longer active. For example, a reservation or group that has departed, checked out, cancelled, or is a no show has a closed account. Alternatively, an A/R account that is no longer open and available for use is considered a closed account.
Open Accounts	Open accounts are no longer active. For example, a reservation or group that is In House has open accounts. Alternatively, an A/R account that is active and available for use is considered an open account.

Choose which sorting options to include in the report:

Field	Description
Sort by by Account Name	Sorts the report alphabetically by account name.
Sort by Account Number	Sorts the report alphanumerically by account number.
Sort by Credit Limit	Sort the report numerically by credit limit.

Click Generate. The report with the selected account status appears.

Click Print to send a copy of the report to the printer.

Sample Report

Report Parameters

This report displays the following parameters:

Field	Description
Account Name	The name on the account.
A/R Account Number	The AR account number.
A/R Credit Limit	The limit of credit for the account.
A/R Default Routing Rule	Which charges apply to the group account and how they should be routed within the group.
A/R Tax Exempt Settings	This will show the types of taxes that are set as tax exempt. For example, room tax, sales tax.
A/R Account Contact	The customer contact
A/R Preferred Invoice Method	This shows the preferred method of how the account is invoiced. These options are either print or email invoice.
Account Status	Displays open, closed, or both.