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Introduction
Accessing and generating Accounts Receivable (AR) invoice statements through the SCView platform allows users to effectively manage customer transactions and maintain up-to-date financial records. This guide will walk you through the process of logging into SCView, navigating to the AR Invoices section, and customizing the creation of invoice statements.
A. Problem Statement
Users often face challenges in efficiently generating tailored AR invoice statements, particularly when trying to select specific transactions based on custom criteria like date range, customer selection, and overdue periods. Additionally, new users may struggle with initial login procedures if username and password details are not set up.
B. Solution
To enhance user experience and resolve these challenges, this guide outlines a direct approach to access and customize AR invoice statements in SCView. By following structured steps and utilizing advanced print options, users can easily produce accurate financial statements tailored to varying business needs.
1. Go to www.myscview.com to log in.
If you've never logged in before, please contact your admin for your username and initial password.
2. Click on the Tools menu and select AR Invoices.
3. Click Print > Statement.
4. You will see the Create Statements window to decide how you would like to generate the AR invoice statement.
Select Statement Options
- Statement Date: This is the date the report is run. (Days past due date would be based off of this date.)
- Statement Period From: This includes open invoices within this date range.
- All open transactions as of Statement Date: Selecting this option will only show open transactions based on the Statement Date selection.
- Include only transactions over (day value) days past due date: Checking this box and entering a value will only show transactions based on how many days the AR invoices are past their due date.
Select Customers
- All Customers: This will show statements for all Customers/Vendors matching the criteria.
- Selected Customers: This allows choosing specific Customers/Vendors via check boxes.
- Customer Range: This allows choosing multiple Customers/Vendors sorted alphabetically. The first customer selected and the last customer selected will be included along with all customers in between.
Select Additional Options
- Print due date on transactions: This will optionally display or hide the due dates on the invoice statement.
- Do not create statements with balance less than (amount value): This allows you to only include AR invoices on the statement above a specific value. Values less than the amount entered will be excluded.
4. When finished making selections, click Print. The statement will download a PDF. Click the downloaded file in your browser and it will be opened in your default PDF viewer.
C. Best Practices
- Accurate Date Handling: Carefully set the Statement Date and Statement Period From to reflect the exact timeframe for which the statement is to be generated, ensuring the inclusion of all relevant transactions.
- Customer Selection Accuracy: Utilize the Selected Customers or Customer Range options judiciously to include the correct customer data in statements.
- Review Settings Before Printing: Before finalizing the statement, thoroughly check all selected options and settings to prevent errors, such as excluding transactions unintentionally or including incorrect date ranges.
D. Troubleshooting
- Incorrect Data in Statements: Should the statements contain incorrect or unexpected data, recheck the date and customer selection criteria. Ensure that no filters such as the minimum balance exclusion or transaction age are mistakenly applied.
- Download Issues: If you experience trouble downloading the PDF statement, ensure your browser allows pop-ups from SCView and check your browser’s download settings.
- Printing Problems: Ensure your PDF viewer is updated and functioning correctly if you face issues opening or printing the downloaded statement.
E. Related Articles
AR Invoices: Add Manage Customers Button
AR Invoices: Mass Import/Create AR Invoices from Excel Spreadsheet
Conclusion
Generating precise and customized AR invoice statements via SCView is a straightforward process designed to support efficient financial management. By adhering to the outlined best practices and troubleshooting common issues as suggested, users can leverage SCView effectively to manage and analyze customer transactions and enhance financial reporting accuracy.