AR Accounts List Report

The AR Accounts List report lists the details of A/R accounts available for a property.

Perform the following steps to generate the report:

Navigate to Reports ➜ Dynamic Reports ➜ Front Desk ➜ AR Accounts List.

Refer to the following table and fill in the fields.

Field	Description
Account Status	This is an optional multi-select drop-down list that allows users to select from the following account statuses: Closed Accounts Hold Accounts Open Accounts
Sort By	This is an optional single-select drop-down list that allows users to select from the following options: Account Name: When selected, the records are sorted based on the account name of the A/R account. Account Number: When selected, the records are sorted based on the account number of the A/R account. Credit Limit: When selected, the records are sorted based on the credit limit of the A/R account

Field

Description

Account Status

This is an optional multi-select drop-down list that allows users to select from the following account statuses:

Sort By

This is an optional single-select drop-down list that allows users to select from the following options:

Account Name: When selected, the records are sorted based on the account name of the A/R account.
Account Number: When selected, the records are sorted based on the account number of the A/R account.
Credit Limit: When selected, the records are sorted based on the credit limit of the A/R account

Click Run to generate the report.

Click Save to save the report under User Favorites section.

Sample Report

Report Fields

This report displays the following fields:

Field	Description
Account Name	The name of the account. Users can filter records using this value. This column can be sorted.
A/R Account Number	The account number of the A/R account. Users can filter records using this value. This column can be sorted.
A/R Credit Limit	The credit limit of the A/R account. Users can filter records using this value. This column can be sorted.
A/R Default Routing Rule	The default routing rule associated with the account. Users can filter records using this value. This column can be sorted.
A/R Tax Exempt Settings	The tax-exempt settings configured for the account. Users can filter records using this value. This column can be sorted.
A/R Account Contact	The contacts associated with the account. Users can filter records using this value. This column can be sorted.
A/R Preferred Invoice Method	The preferred invoice method associated with the account. Users can filter records using this value. This column can be sorted.
Account Status	The status of the account. Users can filter records using this value. This column can be sorted.