MKMS Help

Widgets - AR Chart

This Help File Page was last Modified on 05/01/2012

Widgets - AR Chart

This Help File Page was last Modified on 05/01/2012

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Widgets - AR Chart

This Help File Page was last Modified on 05/01/2012

Previous topic Next topic  

The AR Chart Widget will display a Summary of the Owed Monies - the Accounts Receivable - that Subscribers Owe to your Company.

The Accounts Receivable System module must be Registered to have this AR Chart Widget available.
The Sum of these Owed Monies are referred to as your Accounts Receivable System Balance Due.
When this Accounts Receivable is actually Due to be Paid is determined by the Due Date entered when the Sale (Invoice) was created.
Until Paid, these Owed Monies are "Aged" and sorted into time-period categories based on how long they have been Unpaid.
Customarily, these time-period categories - Aging Groups - are:
Current - Monies Owed in the Period between the Sale Date and the Due Date of each Invoice.
1- 30        Monies Owed within the Period from 1 to 30 Days past the Due Date.
31 - 60        Monies Owed within the Period from 31 to 60 Days past the Due Date.
61 - 90        Monies Owed within the Period from 61 to 90 Days past the Due Date.
90 +        Monies Owed within the Period 90 Days or more past the Due Date.
Credits        Pending, Unapplied Credits.
Total        Net Total Accounts Receivable Amount Due.
The Accounts Receivable System Summary of Balances Due within each of these Aging Groups may be displayed using either the default Tabular List or as a Bar Chart.

 

HelpFilesWidgetsARListing

  AR Chart Widget - AR Tabular List

 

The AR Chart Widget has a Maintenance icon which displays the Configuration Option for this Widget.

 

HelpFilesWidgetsMaintenanceIconClick the Maintenance Icon to access the Display Chart? Configuration Option.

 

HelpFilesWidgetsARChartOption

  AR Chart Widget with Display Chart option

 

Check the Display Chart? box.
Click the Save button to activate the Bar Chart display.

 

HelpFilesWidgetsARChart

AR Chart Widget with Bar Chart display

 

Click the Refresh icon on the AR Chart Widget to Refresh the Accounts Receivable System Summary of Balances Due data.

 

HelpFilesWidgetsRefreshIconSm

The AR Chart Widget item may be "collapsed" or "expanded" as needed.

HelpFilesWidgetsMinimizeButon

Click its Red Minimize button to "collapse" the AR Chart Widget.
Click that Red Minimize button again to "expand" the AR Chart Widget.