Product Documentation
Product Documentation
This accounts receivable training will show you how to manage customer payments and financial records using the operations portal. You'll learn to work with the main AR screen, which shows all payments from your ERP system and Kodaris in one place. The training covers how to customize what you see on screen, search for specific information, and create different views for your daily tasks.
You'll learn about essential payment tasks like processing charges and credits, making payments for customers, and managing their saved payment methods. The training shows you how to create and send payment receipts to customers through email, printing, or PDF download. You'll also work with the Companies screen to view and manage all your customer information, whether they come from your ERP system or exist only in Kodaris.
This also includes working with individual customer accounts where you can see their complete payment history, current balances, and process transactions on their behalf. You'll learn to navigate to specific customers, filter their transaction history, and understand their account status at a glance.
Finally, you'll learn about order management and invoicing. This covers viewing customer order history, creating invoices for single orders or multiple orders at once, and managing the files customers can see versus internal documentation. Throughout the training, you'll practice customizing each screen to match how you work, making the system more efficient for your daily tasks.
The accounts receivable feature in the operations portal allows employees to view and manage all AR records and payments synced from external systems and transactions that have been initiated in Kodaris. Users can access this functionality through the accounts receivable menu option, which displays a comprehensive overview of payment data. The interface includes customization capabilities that enable users to modify column displays, apply filters, and create multiple saved views for different data requirements. The system supports various operational tasks including payment processing, data export, and detailed record examination.
The payment receipt functionality allows users to generate and distribute receipts for customer payments through the operations portal. Users can access this feature by navigating to the accounts receivable section, which displays all transactions including those synced from the ERP system and payments initiated through the customer portal. Once a specific payment transaction is selected, users can access receipt options through an actions menu that provides the ability to preview, print, or email receipts directly to customers. The system generates a standardized receipt format that can be saved as a PDF or sent via email.
The Companies screen in the operations portal provides a centralized view of all your customers, combining data from both your ERP system and Kodaris-only customer records. The screen offers extensive customization options, allowing you to tailor the display to your specific workflow needs while maintaining access to customer information. Through search, filtering, and sorting capabilities, you can quickly locate and analyze customer data.
The CRM Company Details section of the operations portal provides comprehensive tools for managing customer financial transactions and payment information. This allows you to access individual customer accounts, initiate various payment transactions on their behalf, and maintain their stored payment methods. From the company details screen, you can perform essential accounts receivable functions including processing charges and credits, making payments against open invoices, managing vaulted payment methods, and handling customer deposits—all while maintaining full visibility and control over your customer's account activity.
Managing customer accounts effectively requires access to payment records and current balance information. This walkthrough demonstrates how to navigate to a specific customer's complete accounts receivable history within the operations portal. By accessing the customer-specific accounts receivable view, users can examine all transaction types associated with an individual account while maintaining the flexibility to customize their data view according to specific needs. The system provides real-time balance information and period-specific breakdowns, enabling better decision-making for account management and customer service interactions.
Accounts receivable order management allows you to efficiently view customer order history and generate invoices through the operations portal. This feature provides comprehensive access to all orders associated with a specific customer, whether they originated from your ERP system or from website orders. You can easily filter orders by status, generate individual or bulk invoices, and choose between customer-facing and internal PDF options depending on your needs. The system offers flexible invoice customization options and convenient file management, ensuring you can maintain organized records while providing customers with the documentation they need.