Receivables report
OverviewThis article explains how to use receivables report in the reporting area of Work Planner and what users should look for when moving into the next step of the workflow.When to use thisUse this article when you ne
Overview
This article explains how to use receivables report in the reporting area of Work Planner and what users should look for when moving into the next step of the workflow.
When to use this
Use this article when you need a focused explanation of this screen or step without having to scan through a larger umbrella page.
How it fits into the flow
Receivables report sits within Accounts / Reporting. It is designed to work alongside related articles such as Ledger report, Reporting overview, Statements report, so users can move through the workflow without relying on one giant reference page.
Main actions
- Use the screen to review what is available in this area and move into the next focused step.
- Look for search, filter, or row actions that help you narrow down the records you need.
- Open the linked details, forms, or dialogs when you are ready to continue the workflow.
Important fields
- This article is more about the workflow than a long form, so focus on the visible actions, status cues, and related follow-up steps on the parent screen.