The Receivables Summary displays unpaid invoices with status Actual, Pending, or Posted, divided into user-specified age periods. You can remit reminder or collection letters directly from the list.
In the Financials module center 
, under Quick Links, click Receivables Summary.
- The Action column contains links for the following actions. To open the document, click the link.
- Summary: View a summary message that displays both the number of days overdue and whether a collection letter is needed.
- View: Open the IMOS - Transaction Data Entry form for the transaction.
- Remind: Send a collection letter to those with an outstanding balance.
- Review: Open the invoice to approve, approve and post, or reject.
- Details (when configuration flag Enable Receivable Status is enabled): Open the Receivable Details form.
- Notes (when configuration flag Enable Invoice Notes is enabled): Log IMOS - Invoice Actions.
- The Invoice Number column contains links to open the relevant invoices as they were created in Operations.
Approving, Posting, or Rejecting Invoices
To review an invoice for approval (if you have rights), click Review in the Action column.
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List Functions
The Receivables Summary is a standard IMOS list, so you can sort it, filter it, do a IMOS - Quick Search, and create custom Views for it. You can use logical operations to filter particular columns in the list.
| Name | Description |
|---|---|
| Aging Bucket0 through Aging Bucket3 | |
| Enable Invoice Notes | |
| Pay Rec Summary Obey Amount Sign | |
| Invoice Approvals by Type | |
| Invoice Postings by Type | |
| Invoice Rejects by Type | |
| Invoice Reversals by Type | |
| Enable Receivable Status | |
| Enable Invoice Accrual Percentage | |
| Auto Adjust Accrual Percentage | |
| Enable Actions for Non Posted Invoices | |
| Lock Financial Invoice After Approval |