Accounts Receivable List

The Accounts Receivable List command allows you to generate a report which may be printed that shows a listing of all of the Accounts Receivable (A/R) Accounts in your Skyware system. It may be sorted by Company Name or A/R number, and once generated, shows the A/R number, Company Name, City, State, and Phone Number of each A/R account.

The Accounts Receivable List command is found in the Accounting Menu, which may be reached using the File Menu.

Note: This Report screen may also be used to generate a report showing a list of all Travel Agent Accounts in your Skyware system. By default if you enter the screen using the Accounts Receivable List command, the radial button option Accounts Receivable List will be automatically selected. You may however select the option Travel Agent List instead, to generate a list of Travel Agent accounts. The Report screen can also be reached using the Travel Agent List command on the Travel Agent Menu, (also reached through the Files Menu), which will then have the Travel Agent List radial option automatically selected.

 

 

 

Quick MenuFiles Menu

 

 

click Files => from the Other section of the Full Menu.

 

 

Click the icon on the left, or the breadcrumb words "Full Menu" on the top right of the screen to open the Full menu.

Full Menu Icon

This will display the Full menu in a tabular form, with four sections, Registration, Status, Cashier and Other.

Full Menu Table

Select Files => from the Other section.

Other section of Full Menu with Files => command selected

The Files Menu is divided into two sections, Files List 1 and Files List 2.

Files Menu screen

Select the Accounting => command from the Files List 2 section.

Files List 2 section of the Files Menu with Accounting => command selected

 

The Accounting Menu is divided into two sections, General and Reports.

Accounting Menu screen

Select the Accounts Receivable List command from the General section:

General section of the Accounting Menu with Accounts Receivable List command selected

 

When selected, the Accounts Receivable List Report screen will open.

Accounts Receivable List screen

 

List Type: Select the List Type that you want to generate. Choose ONE option using the radial buttons.

Choose Travel Agent List or Accounts Receivable List. By default, when entering this screen using the Accounts Receivable List command the Accounts Receivable List option will be selected.

 

Sort By: Select the Sort By option you prefer for the report. Choose ONE option using the radial buttons.

Choose to sort by Company or sort by A/R #.

 

When finished, click the orange button Show List.

Accounts Receivable List example

Once generated, the Accounts Receivable List Report shows the A/R number, Company Name, City, State, and Phone Number of each A/R account.

Note: For the phone number to be shown in this list, on the account screen it must be entered in the WORK PHONE field of the account screen. Any other phone number field entries (home, mobile, fax) will not be shown.

By default, the report is generated in PDF form and opens in a separate browser window. From there you can select to save or print the report, among other options. You can, instead, check the Generate report to excel checkbox to generate the report in HTML for downloading to Excel instead of PDF. The information in this case will then be correct for importing into another document rather than immediate viewing.

NOTE: The generated report appears as a pop-up window through your browser. If your browser is set to block pop-ups, you may receive a warning banner at the top of the browser. Click this banner and select to allow pop-ups so that you can view the report.

 

Date Updated January 04, 2022